Gary
Schiff
St. Germain Investment Management
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About this Advisor
Gary Schiff is a financial advisor based out of Springfield, Massachusetts, with a total of 7 years of relevant experience. Schiff works at St. Germain Investment Management. Over the course of their career, they have held roles at Td Private Client Wealth LLC, Td Bank, N.A and St Germain Investment Management. Schiff has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts and New Hampshire. St. Germain Investment Management is a firm operating out of Springfield, MA. It has offices in four locations and a total of 40 advisors. It administers $2 billion in assets under management between its 5,243 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 61 charities and foundations. Of its 5,243 accounts, just 5% belong to high-net-worth clients who have at least $1 million in investable assets. St. Germain Investment Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by St. Germain Investment Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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St. Germain Investment Management Brokerage Details
$2,284,379,946
40
5,243
$435,701
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
Gary has been registered as a financial advisor for 7 years.*
St Germain Investment Management
Td Private Client Wealth LLC
Td Bank, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Springfield, MA
Springfield, MA
Springfield, MA
Springfield, MA
Lee, MA
Springfield, MA
Northampton, MA
Springfield, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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