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Steven Bartholomew Pescetti

State Farm Investment Management Corp.

Mastic, NY

CRD 4241710

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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

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

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-19
PA RA APPROVED 2025-03-19
NJ RA APPROVED 2024-01-25
NY RA APPROVED 2024-01-24
NC RA APPROVED 2024-01-24
  • CT RA
    APPROVED
    Since 2025-03-19
  • PA RA
    APPROVED
    Since 2025-03-19
  • NJ RA
    APPROVED
    Since 2024-01-25
  • NY RA
    APPROVED
    Since 2024-01-24
  • NC RA
    APPROVED
    Since 2024-01-24

Branch Locations

1120 Montauk Hwy Suite C, Mastic, NY 11950 • 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
Steven Pescetti Insurance Agency Mastic NY 12/2005 Present
State Farm Vp Management Corp Mastic NY 12/2005 Present
State Farm Investment Management Corp Mastic NY 01/2024 Present
  • 12/2005 → Present
    Steven Pescetti Insurance Agency
    Mastic, NY
  • 12/2005 → Present
    State Farm Vp Management Corp
    Mastic, NY
  • 01/2024 → Present
    Mastic, NY
Other Businesses

1) Steven Pescetti's Insurance Agency; Insurance Agency; Investment-related; 1120 Montauk Hwy Ste C Mastic, NY 11950-2933; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/1/2005; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-18
S63 Uniform Securities Agent State Law Examination 2002-10-18
  • S65 Uniform Investment Adviser Law Examination
    2024-01-18
  • S63 Uniform Securities Agent State Law Examination
    2002-10-18

View on SEC IAPD

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