Matthew Freitag (CRD# 6771138) is an Investment Advisor Representative working at St. Germain Investment Management in Lee, MA and has over 6 years of experience in the finance industry.
CRD# 4397867
Commonwealth Financial Network
CRD# 4438615
Lpl Financial LLC
CRD# 2576952
American Investment Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| St. Germain Investment Management | Springfield, MA | Jul 2021 - Current | 2 |
| Rinet Company, LLC | Boston, MA | Jul 2016 - Jun 2021 | 4 |
| Student - Bentley University | Waltham, MA | Sep 2012 - May 2016 | 3 |
| The Ayco Company | Latham, NY | May 2015 - Aug 2015 | < 1 |
| Adams Community Bank | Adams, MA | Dec 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- MA
-
Total Assets Under Management2,699MILLIONS
-
Total Number of Accounts5,541ACCOUNTS
-
Average Account Value$487,103
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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