Tanya Lynne Haas
Investment adviser representative at ST. Germain Investment Management
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- St. Germain Investment Management Inc.Jun 2025 to now
- Alexandra Dest Capital ManagementJul 2011 to Jun 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
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
- 5995859
- Firm CRD
- 155186