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Kelly P Selkirk

St. Germain Investment Management

Springfield, MA

CRD 7021881

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Employer firm

St. Germain Investment Management CRD 155186

$3.79B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
St. Germain Investment Management

1500 Main St 25Th Floor, Springfield, MA 01115-1001 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2020-07-08
NH RA APPROVED 2020-04-02
MA RA APPROVED 2019-01-23
  • ME RA
    APPROVED
    Since 2020-07-08
  • NH RA
    APPROVED
    Since 2020-04-02
  • MA RA
    APPROVED
    Since 2019-01-23

Branch Locations

1500 Main St 25Th Floor, Springfield, MA 01115-1001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
St Germain Investment Management Springfield MA 09/2018 Present
Jewish Community Centers Of Greater Boston Newton MA 02/2014 09/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-15
  • S65 Uniform Investment Adviser Law Examination
    2019-01-15
Designations
  • Certified Financial Planner
Other Names
  • Kelly P Selkirk

View on SEC IAPD

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Nearby Investors

GEOFFREY WILLIAM MOORE
Charles M Bonatakis
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Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · SPRINGFIELD, MA
MORGAN STANLEY · Springfield, MA
LPL FINANCIAL LLC · SPRINGFIELD, MA

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