Paul Marchese, financial advisor Springfield MA

Paul Marchese

CRD Number: 2355072
Current Firm: St. Germain Investment Management

Paul Marchese (CRD# 2355072) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
D.j. St. Germain Company, Inc. Springfield, MA Jan 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Jul 2004
Contact Info for Paul J. Marchese
Phone Number: 413-733-5111
Registered State(s):
  • MA
  • 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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