Kelly
Selkirk
St. Germain Investment Management
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About this Advisor
Kelly Selkirk is a financial advisor working out of Springfield, Massachusetts with a total of 4 years of industry experience. Selkirk is on the advisory team at St. Germain Investment Management. Selkirk has gained experience at St Germain Investment Management, Jewish Community Centers Of Greater Boston, Tufts University, Ymca Of Greater Boston and Workout World. Selkirk maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Maine, Massachusetts and New Hampshire. St. Germain Investment Management is a registered investment business operating out of Springfield, MA. The investment advisory business has offices in four locations and a total of 40 advisors. It manages $2 billion in total assets between its 5,243 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 61 charitable organizations. Of its 5,243 client accounts, just 5% are associated with high-net-worth investors who have more than $1 million in investable assets. St. Germain Investment Management performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Fees charged by financial advisors usually vary depending on which service is provided. 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
Kelly Selkirk Work History
Kelly has been registered as a financial advisor for 4 years.*
St Germain Investment Management
Jewish Community Centers Of Greater Boston
Tufts University
Tufts University
Ymca Of Greater Boston
Workout World
*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 Kelly Selkirk 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
Springfield, MA
Lee, 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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