Gregory Scott Stuart

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

• 08/2019 → Present
  State Farm Vp Management Corp
  Aurora, IN
• 12/2022 → Present
  State Farm Investment Management Corp
  Aurora, IN
• 02/1993 → Present
  Greg Stuart Insurance Agency
  Aurora, IN

Other Businesses

1) Stuart Road Racing LLC; non-Investment-related; 5557 Jandel Dr, Aurora, IN 47001; Timing running race, track & cross country meets; Owner; 10/29/10; 100%; 20; 0; Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account, Timer. 2) Gregory Stuart's Insurance Agency; Insurance Agency; Investment-related; 535 Green Blvd Aurora, IN 47001-1530; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 2/1/1993; 80; 80; Service customers and supervise employees 3) Greg Stuart - Property #1 (personally held real estate); investment-related; 535 Green Blvd Aurora, IN 47001; Investment or Commercial Property; Owner; none; 9/1/2023; 1; 0; Duties: Privately held rental building

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-12-23

Designations

• Chartered Financial Consultant

Other Names

• Greg Stuart
• Gregory Scott Stuart