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Financial ADVSR advisor directory · SEC adviser records

St. Germain Investment Management financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a St. Germain Investment Management office in Massachusetts, by city and A to Z.

The short answer

24 registered advisors work at St. Germain Investment Management in Massachusetts, out of 25 nationwide; it's the firm's number 1 state by advisors, and the most are in Springfield (18). 3 list the CFP designation and 0 are also registered broker representatives.

St. Germain Investment Management advisors by city in Massachusetts

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Springfield 18Lee 3Northampton 3

St. Germain Investment Management advisors in Massachusetts, A to Z

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Questions

How many St. Germain Investment Management financial advisors are in Massachusetts?

24 investment adviser representatives are registered at St. Germain Investment Management offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 25 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Massachusetts does St. Germain Investment Management have the most advisors?

Springfield, with 18, then Lee (3). St. Germain Investment Management has advisors in 3 cities in Massachusetts.

How do I check a St. Germain Investment Management advisor in Massachusetts?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the St. Germain Investment Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.