Phillip Ian Williams

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → Present
  Phillip Wiliams Jr Insurance Agency
  New Windsor, NY
• 11/2004 → 03/2021
  State Farm Vp Management Corp
  New Windsor, NY
• 11/2014 → 03/2021
  State Farm Vp Management Corp
  Warwick, NY
• 11/2014 → Present
  Phillip Wiliams Jr Insurance Agency
  Warwick, NY
• 04/2021 → Present
  State Farm Vp Management Corp.
  Vails Gate, NY
• 04/2021 → Present
  State Farm Vp Management Corp.
  Warwick, NY
• 03/2023 → Present
  State Farm Investment Management Corp
  New Windsor, NY

Other Businesses

1) PHICH 164 TEMPLE HILL LLC; INVESTMENT-RELATED; 164 TEMPLE HILL RD NEW WINDSOR NY 12553; RENTAL PROPERTIES; 100% OWNER; 6/1/14; 20 HR/MO; MANAGE THE GROUNDS OF THE PROPERTY, CONTROL OF THE CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS IN THE CHECKING ACCOUNT, PAY BILLS/CO-SIGNOR ON CHECKING ACCOUNT. 2) PHICH Lending LLC; NON-INVESTMENT-RELATED; 164 TEMPLE HILL RD NEW WINDSOR NY 12553; QUICKEN MORTGAGES; 100% OWNER; 10/2020; 20 HR/MO; COMPLETE MORTGAGE APPLICATIONS, CONTROL OF THE CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS IN THE CHECKING ACCOUNT, PAY BILLS/CO-SIGNOR ON CHECKING ACCOUNT. 3) PHICH Adventures LLC; INVESTMENT-RELATED; 164 TEMPLE HILL RD NEW WINDSOR NY 12553; CATAMARAN; 100% OWNER; 03/2021; 20 HR/MO; MAINTAIN AND SAIL CATAMARAN, CONTROL OF THE CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS IN THE CHECKING ACCOUNT, PAY BILLS/CO-SIGNOR ON CHECKING ACCOUNT. 4) Phillip Williams's Insurance Agency; Insurance Agency; Investment-related; 164 Temple Hill Rd New Windsor, NY 12553; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2001; 80; 80; Service customers and supervise employees 5) PHICH 40 ECHO LLC; investment-related; 40 Echo Ln Newburgh NY 12550; investment or commercial property; owner; president; 08/01/2024; 40; 20; Residential Property to live in seasonally and may rent out when not in personal use. Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-08-17

Designations

• Chartered Financial Consultant

Other Names

• Phil Ian Williams
• Phillip Ian Williams Jr