Siobhan
Matty

St. Germain Investment Management

CRD#6573988
Investment Advisor
in Springfield, MA

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About this Advisor

Siobhan Matty is a financial advisor operating out of Springfield, Massachusetts who has 7 years of industry experience. Matty is currently employed by St. Germain Investment Management. They have spent the entirety of their career at St. Germain Investment Management. Matty has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Louisiana, Massachusetts, New Hampshire and New Jersey. St. Germain Investment Management is an advisory business that has its headquarters in Springfield, MA. The company has offices in four locations and a total of 40 advisors. It has $2 billion in assets under management among its 5,243 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 61 charitable organizations. Of its 5,243 client accounts, just 5% are held by high-net-worth clients who have at least $1 million in assets. St. Germain Investment Management has 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 fees largely are based 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

Years Registered*

7 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

Siobhan Matty Work History

Siobhan has been registered as a financial advisor for 7 years.*

2012 - 2016 (4 years)

Excel Dryer

*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 Siobhan 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

Siobhan Matty
Springfield, MA
Gary Schiff
Springfield, MA
Dennis Morin
Springfield, MA
Matthew Freitag
Lee, MA
Kelly Selkirk
Springfield, MA
Laura Delmolino
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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