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Angelo Samuel Fiore

St. Germain Investment Management

Springfield, MA

CRD 7845052

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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
MA RA APPROVED 2024-07-17
  • MA RA
    APPROVED
    Since 2024-07-17

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 02/2023 Present
Cima Restaurant & Chop House Wilbraham MA 10/2019 10/2025
Hampden-Wilbraham Regional School District Wilbraham MA 06/2019 10/2019
Mountain Landscaping Wilbraham MA 07/2015 05/2019
  • 02/2023 → Present
    St. Germain Investment Management
    Springfield, MA
  • 10/2019 → 10/2025
    Cima Restaurant & Chop House
    Wilbraham, MA
  • 06/2019 → 10/2019
    Hampden-Wilbraham Regional School District
    Wilbraham, MA
  • 07/2015 → 05/2019
    Mountain Landscaping
    Wilbraham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-17
  • S65 Uniform Investment Adviser Law Examination
    2024-06-17

View on SEC IAPD

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Nearby Offices

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