Steven James Tynan
Investment adviser representative at ST. Germain Investment Management
8 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
8 years in the industry.
- St. Germain Investment Management, Inc.Dec 2024 to now
- Citizens Securities, Inc.Aug 2024 to Dec 2024
- Raymond James & Associates, Inc.May 2019 to Aug 2024
- Unemployed Full Time StudentOct 2016 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7122610
- Firm CRD
- 155186