Patricia Mae Matty
Investment adviser representative at ST. Germain Investment Management
23 yearsExperience
2 statesRegistered in
$3.8BFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- ST. Germain Investment ManagementMay 2013 to now
- St Germain Investment IncMay 2013 to now
- St Germain Securities IncSep 2003 to Dec 2024
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
ST. Germain Investment Management
Legal name: ST. Germain Investment Management, Inc.
$3.8BAssets managed
6,722Clients
29Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4641812
- Firm CRD
- 155186