Thaddeus Welch (CRD# 6029885) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 8 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 Investment Management | Springfield, MA | Sep 2015 - Current | 8 |
| Berkshire Bank | Lenox, MA | Apr 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
- MA
- MS
- NH
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Total Assets Under Management2,699MILLIONS
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Total Number of Accounts5,541ACCOUNTS
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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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