Tanya Lynne Haas

Current Employers

Employment History

• 07/2011 → 06/2025
  Alexandra Dest Capital Management
  Pittsfield, MA
• 06/2025 → Present
  St. Germain Investment Management Inc.
  Springfield, MA

Previous Registrations

• 2012-03-19 → 2018-01-08
  Willow
  Pittsfield, MA
  Pittsfield, MA

Other Businesses

TANYA HAAS HAS AN OUTSIDE BUSINESS, HAAS FINANCIAL SOLUTIONS, AND IS A MEMBER OF THE AMERICAN ASSOCIATION OF DAILY MONEY MANAGERS (AADMM). SHE PROVIDES FINANCIAL SERVICES TO INDIVIDUALS SUCH AS, HELPING TO CREATE A BUDGET, ORGANIZING MAIL AND FINANCIAL RECORDS AND RECONCILING THEIR CHECKBOOK. IN ADDITION SHE OFFERS ASSISTANCE WITH BILL PAYING, WHICH MEANS HELPING THEM SET UP AUTOMATIC PAYMENTS IF APPLICABLE AND ASSISTANCE IN PREPARING CHECKS IF NECESSARY, BUT NOT SIGNING THEM. THE INDIVIDUAL ALWAYS MAINTAINS COMPLETE CONTROL AND POSSESSION OF THEIR FUNDS AND ACCOUNTS AT ALL TIMES. SHE DOES NOT ACT AS A POWER OF ATTORNEY OR REPRESENTATIVE PAYEE. NO CLIENTS OF ADCM ARE AFFILIATED WITH TANYA'S OUTSIDE ACTIVITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-13

Other Names

• Tanya Lynne Bachand