Mary Kate
Frodema
St. Germain Investment Management
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About this Advisor
Mary Kate Frodema is a financial advisor based in Northampton, Massachusetts, working with St. Germain Investment Management. Mary Kate has previously held positions at Massmutual Life Insurance Co, Mml Investors Services, LLC, Mml Strategic Distributors, LLC, Mass Mutual Life Insurance Company, Hart & Patterson Financial Group, and St. Germain Securities. Mary Kate has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Mary Kate is part of St. Germain Investment Management, which operates out of Northampton, 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
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Fee Structure
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St. Germain Investment Management Brokerage Details
$2,699,038,645
40
5,541
$487,103
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
Mary Kate Frodema Work History
St. Germain Securities
Hart & Patterson Financial Group
Mass Mutual Life Insurance Company
Mml Strategic Distributors, LLC
Massmutual Life Insurance Co
Mml Investors Services, LLC
Disclosures
Please visit the SEC profile of Mary Kate Frodema to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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