Gary
Schiff

St. Germain Investment Management

CRD#6126341
Investment Advisor
in Springfield, MA

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About this Advisor

Gary Schiff is a financial advisor based in Springfield, Massachusetts, working with St. Germain Investment Management. Gary has previously held positions at Td Private Client Wealth LLC, Td Bank, N.A, and St Germain Investment Management. Gary has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and New Hampshire. Currently, Gary is part of St. Germain Investment Management, which operates out of Springfield, Massachusetts. The firm has 4 offices and 40 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and publication of newsletters. The fee structure at St. Germain Investment Management includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

1500 Main St 25Th Floor
Springfield, MA 01115-1001

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St. Germain Investment Management Brokerage Details

Total Assets Under Management

$2,699,038,645

MA Average: $16,012,751,954
Total Number of Employees

40

MA Average: 118
Total Number of Accounts

5,541

MA Average: 4,567
Average Account Size

$487,103

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Gary Schiff Work History

2016 - Present (8 years)

St Germain Investment Management

2012 - 2016 (4 years)

Td Private Client Wealth LLC

2012 - 2016 (4 years)

Td Bank, N.A

Disclosures

Please visit the SEC profile of Gary Schiff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at St. Germain Investment Management

Matthew Farkas
Springfield, MA
Thaddeus Welch
Springfield, MA
David Modzelewski
Springfield, MA
Laura Delmolino
Springfield, MA
Gary Schiff
Springfield, MA
Matthew Freitag
Lee, MA
Dennis Morin
Springfield, MA
Siobhan Matty
Springfield, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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