Kelly P Selkirk
Investment adviser representative at ST. Germain Investment Management
12 yearsExperience
3 statesRegistered 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
12 years in the industry.
- ST. Germain Investment ManagementSep 2018 to now
- Jewish Community Centers of Greater BostonFeb 2014 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, 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
- 7021881
- Firm CRD
- 155186