Laura
Delmolino

St. Germain Investment Management

CRD#1501556
Investment Advisor
in Springfield, MA

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About this Advisor

Laura Delmolino is a certified financial planner based out of Springfield, Massachusetts with 1 year of industry experience. Delmolino works at St. Germain Investment Management. During their career, the advisor has held roles at Apella Capital and Gage Wiley D/B/A St. Germain. Delmolino has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts. 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 people on staff. It administers $2 billion in assets across its 5,243 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 61 charitable organizations. Of its 5,243 client accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. St. Germain Investment Management provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Fees for financial advisory services vary depending on which services the firm provides the client. Fee types charged by St. Germain Investment Management typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

$2,284,379,946

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

40

MA Average: 118
Total Number of Accounts

5,243

MA Average: 4,567
Average Account Size

$435,701

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

Laura Delmolino Work History

Laura has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Gage Wiley D/B/A St. Germain

2012 - 2020 (8 years)

Apella Capital

*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 Laura Delmolino 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

Siobhan Matty
Springfield, MA
Laura Delmolino
Springfield, MA
Matthew Freitag
Lee, MA
Gary Schiff
Springfield, MA
Dennis Morin
Springfield, MA
Kelly Selkirk
Springfield, MA
Mary Kate Frodema
Northampton, MA
Christine Andrzejewski
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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