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Financial ADVSR advisor directory · SEC adviser records

St. Germain Investment Management financial advisors in Lee, MA

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

The short answer

3 registered advisors work at St. Germain Investment Management in Lee, out of 25 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

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

Every St. Germain Investment Management advisor →

St. Germain Investment Management advisors in every city and state →St. Germain Investment Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

St. Germain Investment Management advisors in other cities

Springfield, MA 18Northampton, MA 3Stratham, NH 1

Questions

How many financial advisors does St. Germain Investment Management have in Lee?

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

Is St. Germain Investment Management one of the largest advisor employers in Lee?

St. Germain Investment Management ranks number 1 in Lee by registered advisors, ahead of every other firm.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.