St. Germain Investment Management

St. Germain Investment Management (CRD# 155186) is a financial advisory firm headquartered in Springfield, MA. They manage $1,034,149,095 in 4,457 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,034
    MILLION
  • Total Number of Accounts
    4,457
    ACCOUNTS
  • Average Account Value
    $232,028
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, ME, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TX, VA, VT, WA

Financial Advisors at St. Germain Investment Management
Showing 1 - 10 of 13 top financial advisors.
1
Frank A. Carrazza
CRD#: 824149
1500 Main St, 25th Floor, Springfield, MA 01115
96
Wealthminder
score

Frank Carrazza (CRD# 824149) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 30 years of experience in the finance industry. Frank Carrazza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael R. Matty
CRD#: 3258559
1500 Main St, 25th Floor, Springfield, MA 01115
96
Wealthminder
score

Michael Matty (CRD# 3258559) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 17 years of experience in the finance industry. Michael Matty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Timothy W. Suffish
CRD#: 2856029
1500 Main St, 25th Floor, Springfield, MA 01115
96
Wealthminder
score

Timothy Suffish (CRD# 2856029) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 18 years of experience in the finance industry.

4
Louis Bartenstein
CRD#: 4902603
1500 Main St, 25th Floor, Springfield, MA 01115
93
Wealthminder
score

Louis Bartenstein (CRD# 4902603) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 11 years of experience in the finance industry.

5
Richard R. Bleser
CRD#: 4912289
1500 Main St, 25th Floor, Springfield, MA 01115
93
Wealthminder
score

Richard Bleser (CRD# 4912289) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 11 years of experience in the finance industry.

6
Matthew R. Farkas
CRD#: 5752571
1500 Main St, 25th Floor, Springfield, MA 01115
93
Wealthminder
score

Matthew Farkas (CRD# 5752571) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 6 years of experience in the finance industry.

7
William T. Johnson
CRD#: 1357248
1500 Main St, 25th Floor, Springfield, MA 01115
93
Wealthminder
score

William Johnson (CRD# 1357248) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 18 years of experience in the finance industry.

8
Paul J. Marchese
CRD#: 2355072
1500 Main St, 25th Floor, Springfield, MA 01115
93
Wealthminder
score

Paul Marchese (CRD# 2355072) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 15 years of experience in the finance industry.

9
Patricia M. Faginski
CRD#: 4641812
1500 Main St, 25th Floor, Springfield, MA 01115
90
Wealthminder
score

Patricia Faginski (CRD# 4641812) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 3 years of experience in the finance industry.

10
Gary M. Schiff
CRD#: 6126341
1500 Main St, 25th Floor, Springfield, MA 01115
90
Wealthminder
score

Gary Schiff (CRD# 6126341) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 3 years of experience in the finance industry.

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