St. Germain Investment Management

St. Germain Investment Management (CRD# 155186) is a financial advisory firm headquartered in Springfield, MA. They manage $1,975,986,708 in 5,055 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,976
    MILLION
  • Total Number of Accounts
    5,055
    ACCOUNTS
  • Average Account Value
    $390,897
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
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, HI, IA, 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

Financial Advisors at St. Germain Investment Management
Showing 1 - 10 of 23 top financial advisors.
1
Christine M. Andrzejewski
CRD#: 5795403
1500 Main St, 25th Floor, Springfield, MA 01115

Christine Andrzejewski (CRD# 5795403) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 7 years of experience in the finance industry.

2
Joshua D. Bedell
CRD#: 5836271
1500 Main St, 25th Floor, Springfield, MA 01115

Joshua Bedell (CRD# 5836271) 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.

3
Richard R. Bleser
CRD#: 4912289
1500 Main St, 25th Floor, Springfield, MA 01115

Richard Bleser (CRD# 4912289) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 16 years of experience in the finance industry.

4
Sylvia M. Callan
CRD#: 3130489
120 King St, Northampton, MA 01060

Sylvia Callan (CRD# 3130489) is an Investment Advisor Representative working at St. Germain Investment Management in Northampton, MA and has over 22 years of experience in the finance industry.

5
Matthew R. Farkas
CRD#: 5752571
1500 Main St, 25th Floor, Springfield, MA 01115

Matthew Farkas (CRD# 5752571) 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. Freitag
CRD#: 6771138
103 W Park Street, Lee, MA 01238

Matthew Freitag (CRD# 6771138) is an Investment Advisor Representative working at St. Germain Investment Management in Lee, MA and has over 4 years of experience in the finance industry.

7
Bryan A. Greenleaf
CRD#: 6417485
120 King Street, Northampton, MA 01060

Bryan Greenleaf (CRD# 6417485) is an Investment Advisor Representative working at St. Germain Investment Management in Northampton, MA and has over 3 years of experience in the finance industry.

8
William T. Johnson
CRD#: 1357248
1500 Main St, 25th Floor, Springfield, MA 01115

William Johnson (CRD# 1357248) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 23 years of experience in the finance industry.

9
Paul J. Marchese
CRD#: 2355072
1500 Main St, 25th Floor, Springfield, MA 01115

Paul Marchese (CRD# 2355072) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 20 years of experience in the finance industry.

10
Michael R. Matty
CRD#: 3258559
1500 Main St, 25th Floor, Springfield, MA 01115

Michael Matty (CRD# 3258559) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 21 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.

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