Michael
Matty

St. Germain Investment Management

CRD#3258559
Investment Advisor
in Springfield, MA

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About this Advisor

Michael Matty is a certified financial planner, chartered financial consultant and chartered financial analyst working in Springfield, Massachusetts with a total of 12 years of industry experience. Matty is on the advisory team at St. Germain Investment Management. They have spent their whole career at St. Germain Investment Management. Matty maintains a Series 63 license, which qualifies them as a securities broker, and is able to work in Massachusetts. St. Germain Investment Management is an advisory business operating out of Springfield, MA. It has offices in four locations and a total of 40 advisors. It administers $2 billion in total assets across its 5,243 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 61 charities and foundations. Of its 5,243 client accounts, just 5% belong to high-net-worth investors who have more than $1 million in investable assets. St. Germain Investment Management performs a diverse array 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 typically are based on which service is provided. Fee types billed by St. Germain Investment Management typically consist of asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Chartered Financial Analyst

Years Registered*

12 years

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

Michael Matty Work History

Michael has been registered as a financial advisor for 12 years.*

1999 - Present (25 years)

D.J. St. Germain Co., Inc

*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 Michael Matty 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

Kelly Selkirk
Springfield, MA
Gary Schiff
Springfield, MA
Matthew Freitag
Lee, MA
Laura Delmolino
Springfield, MA
Dennis Morin
Springfield, MA
Siobhan Matty
Springfield, MA
Mary Kate Frodema
Northampton, MA
Thaddeus Welch
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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