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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
FL RA APPROVED 2025-04-25
NJ RA APPROVED 2025-04-03
CT RA APPROVED 2025-04-02
NY RA APPROVED 2025-04-02
PA RA APPROVED 2025-04-02
VT RA APPROVED 2025-04-02
  • FL RA
    APPROVED
    Since 2025-04-25
  • NJ RA
    APPROVED
    Since 2025-04-03
  • CT RA
    APPROVED
    Since 2025-04-02
  • NY RA
    APPROVED
    Since 2025-04-02
  • PA RA
    APPROVED
    Since 2025-04-02
  • VT RA
    APPROVED
    Since 2025-04-02

Branch Locations

612 Route 112, Port Jefferson Station, NY 11776 • 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
Stephanie Sgroi Insurance Agency Pt Jefferson Station NY 12/2002 Present
State Farm Vp Management Corp Pt Jefferson Station NY 12/2002 Present
State Farm Investment Management Corp Pt Jefferson Station NY 04/2025 Present
  • 12/2002 → Present
    Stephanie Sgroi Insurance Agency
    Pt Jefferson Station, NY
  • 12/2002 → Present
    State Farm Vp Management Corp
    Pt Jefferson Station, NY
  • 04/2025 → Present
    Pt Jefferson Station, NY
Other Businesses

1 ) DSJJ REALTY; NON-INVESTMENT-RELATED; 5 FROST VALLEY RD,MT SINAI,NY,11766; Investment or Commercial Property; REAL ESTATE HOLDING COMPANY; 50% OWNER; 6/9/2005; 1 HR/MO FOR BOTH; PROPERTY MAINTENANCE. 2 ) Stephanie Sgroi's Insurance Agency; Insurance Agency; Investment-related; 612 Route 112 Port Jeff Sta, NY 11776-1024; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2000; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-21
S63 Uniform Securities Agent State Law Examination 2002-10-09
  • S65 Uniform Investment Adviser Law Examination
    2025-03-21
  • S63 Uniform Securities Agent State Law Examination
    2002-10-09
Other Names
  • Stephanie Marie Sgroi
  • Stephanie Marie Zarrillo
  • Stephanie Marie Zarrillo
  • Stephanie M Sgroi Kirshner

View on SEC IAPD

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