Matthew Robert Farkas
Investment adviser representative at ST. Germain Investment Management
12 yearsExperience
1 stateRegistered in
CFADesignation
$3.8BFirm assets
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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
12 years in the industry.
- ST. Germain Investment Management IncApr 2014 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5752571
- Firm CRD
- 155186