Bruce Louis Montesano

Current Employers

Employment History

• 05/1998 → Present
  State Farm Vp Management Corp.
  Breaux Bridge, LA
• 09/1987 → Present
  Bruce Montesano Insurance Agency
  Breaux Bridge, LA
• 08/2018 → 06/2019
  State Farm Investment Management Corp
  Breaux Bridge, LA
• 04/2025 → Present
  State Farm Investment Management Corp
  Breaux Bridge, LA

Other Businesses

(1) QUAD M LLC 5711 JOHNSTON ST. LAFAYETTE, LA 70503; INVESTMENT RELATED; Investment or commercial property , MEMBER; 03/2010; APARTMENT DEVELOPMENT; MANAGEMENT/ADVISOR; 4 HRS/MTH-NONE DURING TRADING HOURS (2) DEICI FINO, LLC 445 E MILLS AVE STE A100 BREAUX BRIDGE, LA 70517; INVESTMENT RELATED; Investment or property, MEMBER; 11/2010; REAL ESTATE INVESTMENT-LLC FORMED TO PURCHASE A VACATION CONDO FOR PERSONAL USE ONLY; MEMBER OF LLC AND CURRENTLY ORGANIZING THE GROUP; 2 HRS/MTH-NONE DURING TRADING HOURS. (3) ST BERNARD CATHOLIC CHURCH 204 N MAIN ST BREAUX BRIDGE, LA 70517; NON-INVESTMENT RELATED; 06/15/2012; CHURCH; OFFICER/MEMBER OF FINANCE COMMITTEE; PRESIDE OVER BOARD MEETINGS AS WELL AS PREPARING AGENDAS AND WORKING WITH THE PASTOR WHENEVER HE NEEDS HELP,HAVE 6 MEETINGS A YEAR, WILL ALSO BE ON THE FINANCE COMMITTEE WHICH ESTABLISHES A BUDGET FOR THE YEAR; 4 HRS/MTH-NONE DURING TRADING HOURS. (4) MONTEFANO LLC; INVESTMENT RELATED; Investment or Commercial Property, 601 W UNIVERSITY AVE, LAFAYETTE, LA 70506; 10/4/12; REAL ESTATE LLC; PARTNER; 2 HRS/MO, 0 DURING TRADING HOURS; CO-OWNER WITH MY BROTHER WILLIAM MONTESANO. I HELP TO OVERSEE AND MANAGE THE REAL ESTATE--PURCHASING A HOUSE[S] TO FIX UP AND SELL (5) QUINT M LLC 5711 JOHNSTON ST. LAFAYETTE, LA 70503; INVESTMENT RELATED; Investment or Commercial, MEMBER; 04/2003; REAL ESTATE HOLDING COMPANY; PRESIDENT; 4 HRS/MTH-NONE DURING TRADING HOURS; NO DUTIES (6)DOT M PROPERTIES LLC; 5711 JOHNSTON ST. LAFAYETTE, LA 70503; INVESTMENT RELATED; OWNER; 04/2003; RECREATIONAL CAMP OWNERSHIP; VICE PRESIDENT; 0 HRS/MTH-NONE DURING TRADING HOURS; NO DUTIES, RECREATIONAL USE ONLY 7) QUINT M HOLDING LLC 5711 JOHNSTON ST. LAFAYETTE, LA 70503; INVESTMENT RELATED; MEMBER; 05/2005; REAL ESTATE HOLDING COMPANY FOR TAX PURPOSES; PRESIDENT; 1 HRS/MTH-NONE DURING TRADING HOURS; NO DUTIES 8)Freeland Acres, Inc, investment related; 106 Oak Way LN, Lafayette, LA 70506; land purchase; Partner/12%; 05/04/2016; 1hr/mo 0hr/mo; no duties listed 9)Oak Five LLC, 1003 Spanish moss lane breaux bridge LA 70517, member of llc, this is an LLC that intends on buying a vacation. rental property in Florida - member, INVESTMENT RELATED, Investment or Commercial Property, 11-09-2016,LLC formed only to buy this home which will be used by the five members of the LLC and rented out through a rental agency to the general public. 10) Bruce Montesano's Insurance Agency; Insurance Agency; Investment-related; 445 E Mills Ave Ste 100A Breaux Bridge, LA 70517-4420; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/1985; 80; 80; Service customers and supervise employees 11) Bruce Montesano Property#1 (Personally Held Real Estate); investment; 445 E Mills Ave Ste A101 Breaux Bridge, La 70517; Investment or Commercial Property; Owner; none; 8/4/1997; 1; 0; Duties: Personally Held Real Estate

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-03