Patricia Matty, financial advisor Springfield MA

Patricia Matty

CRD Number: 4641812
Current Firm: St. Germain Investment Management

Patricia Matty (CRD# 4641812) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
St Germain Investment Inc. Springfield, MA May 2013 - Current 10
St Germain Securities Inc. Springfield, MA Sep 2003 - Current 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Patricia M. Matty
Phone Number: 413-733-5111
Registered State(s):
  • MA
  • NE
  • NH
By the Numbers
  • Total Assets Under Management
    2,284
    MILLIONS
  • Total Number of Accounts
    5,243
    ACCOUNTS
  • Average Account Value
    $435,701
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

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