Tatyana Shut (CRD# 6841137) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 4 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| St Germain Securities Inc. | Springfield, MA | Mar 2017 - Current | 7 |
| St. Germain Investment Management | Springfield, MA | Mar 2017 - Current | 7 |
| Self Employed | Southwick, MA | Jul 2016 - Mar 2017 | < 1 |
| Gordon Cross Corporation | West Simsbury, CT | Jul 2004 - Jul 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- MA
-
Total Assets Under Management2,699MILLIONS
-
Total Number of Accounts5,541ACCOUNTS
-
Average Account Value$487,103
- A percentage of assets under your management
- 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
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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