Thaddeus
Welch

St. Germain Investment Management

CRD#6029885
Investment Advisor
in Springfield, MA

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About this Advisor

Thaddeus Welch is a chartered financial analyst based out of Springfield, Massachusetts, who has 8 years of industry experience. Welch works at St. Germain Investment Management. They have spent their entire career at St. Germain Investment Management. Welch maintains a Series 63 license, designating them as a securities representative, and is registered to serve investors in Massachusetts, Mississippi and New Hampshire. St. Germain Investment Management is an advisory company operating out of Springfield, MA. The firm has offices in four locations and a total of 40 people on staff. It manages $2 billion in assets between its 5,243 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 61 charitable organizations. Of its 5,243 customer accounts, just 5% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm performs 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 fee schedules usually depend on the type of services. Fees charged by St. Germain Investment Management typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

8 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

Thaddeus Welch Work History

Thaddeus has been registered as a financial advisor for 8 years.*

2010 - Present (14 years)

Ram Trust Services

*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 Thaddeus Welch 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

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