Mary kate Frodema
Investment adviser representative at ST. Germain Investment Management
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- St. Germain Investment Management, Inc.May 2022 to now
- ST. Germain SecuritiesMay 2022 to Dec 2024
- Hart & Patterson Financial GroupMar 2021 to May 2022
- Mass Mutual Life Insurance CompanyJul 2019 to Feb 2021
- MML Investors Services, LLCDec 2011 to Feb 2021
- Massmutual Life Insurance CoNov 2011 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2019
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
- 5796418
- Firm CRD
- 155186