Tatyana
Shut
St. Germain Investment Management
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About this Advisor
Tatyana Shut is a financial advisor working in Springfield, Massachusetts who has 4 years of industry experience. Shut is currently employed by St. Germain Investment Management. The advisor has gained experience at St Germain Securities Inc, Gordon Cross Corporation and St. Germain Investment Management. Shut has a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Massachusetts. St. Germain Investment Management is a company based in Springfield, MA. The company has offices in four locations and a total of 40 advisors. It manages $2 billion in total assets between its 5,243 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 61 charitable organizations. Of its 5,243 customer accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets. The business performs a wide array 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 depend on which service is provided. However, fee types billed 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
Tatyana Shut Work History
Tatyana has been registered as a financial advisor for 4 years.*
St Germain Securities Inc
St. Germain Investment Management
Gordon Cross Corporation
*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 Tatyana Shut 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
Lee, MA
Springfield, MA
Springfield, MA
Springfield, MA
Springfield, MA
Northampton, MA
Springfield, MA
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