David Seth Lerer

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-09-30
DC	RA	APPROVED	2023-05-15
DE	RA	APPROVED	2023-03-10
MD	RA	APPROVED	2023-03-10
VA	RA	APPROVED	2023-03-10

NJ RA
APPROVED

Since 2024-09-30
DC RA
APPROVED

Since 2023-05-15
DE RA
APPROVED

Since 2023-03-10
MD RA
APPROVED

Since 2023-03-10
VA RA
APPROVED

Since 2023-03-10

Branch Locations

8894 Stanford Blvd Suite 101, Columbia, MD 21045 • 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

Organization	City	State	From	To
David Lerer Insurance Agency	Columbia	MD	12/2012	Present
State Farm Vp Management Corp.	Columbia	MD	12/2012	Present
State Farm Investment Management Corp.	Columbia	MD	08/2018	06/2019
State Farm Investment Management Corp	Columbia	MD	03/2023	Present

12/2012 → Present

David Lerer Insurance Agency

Columbia, MD
12/2012 → Present

State Farm Vp Management Corp.

Columbia, MD
08/2018 → 06/2019

State Farm Investment Management Corp.

Columbia, MD
03/2023 → Present

State Farm Investment Management Corp

Columbia, MD

Other Businesses

1) TDL PROPERTY LLC; NON-INVESTMENT-RELATED; 894 STANFORD BLVE SUITE 101 COLUMBIA, MD 21045; INVESTMENT OR COMMERCIAL PROPERTY; 50% OWNER; 5/30/2012; 1 HR/MO; 0 HR/MO; MANAGE FINANCIAL AFFAIRS, COLLECT RENT, PAY MORTGAGE AND OTHER EXPENSES. 2) David Lerer's Insurance Agency; Insurance Agency; Investment-related; 8894 Stanford Blvd Ste 101 Columbia, MD 21045-5161; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/1991; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-02-14
S63	Uniform Securities Agent State Law Examination	2015-01-06

S65 Uniform Investment Adviser Law Examination

2023-02-14
S63 Uniform Securities Agent State Law Examination

2015-01-06

View on SEC IAPD