Marianne Sara Fresia
Investment adviser representative at ST. Germain Investment Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.8BFirm assets
Are you Marianne Sara Fresia? Claim your profile
Contact this firm
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
10 years in the industry.
- St. Germain Investment Management, Inc.Apr 2016 to now
- Lee BankApr 2016 to now
- St Germain Securites IncSep 2016 to Dec 2024
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 6708396
- Firm CRD
- 155186