David Francis Modzelewski
Investment adviser representative at ST. Germain Investment Management
10 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
10 years in the industry.
- ST. Germain Investment ManagementMay 2023 to now
- Dj St. Germain & Co.Jan 2023 to now
- Florence BankJul 2020 to Jan 2023
- Putnam InvestmentsNov 2019 to Apr 2020
- MerrimackAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7720157
- Firm CRD
- 155186