Melanie Anne Stone

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

• 03/2002 → Present
  State Farm Vp Management Corp.
  Charlotte, NC
• 04/2003 → Present
  Melanie Stone Insurance Agency
  Charlotte, NC
• 02/2019 → Present
  State Farm Investment Management Corp.
  Charlotte, NC

Other Businesses

1) Melanie Stone's Insurance Agency; Insurance Agency; Investment-related; 8811 Blakny Prof Dr Ste 110 Charlotte, NC 28277-6599; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/1/2002; 80; 80; Service customers and supervise employees. 2) Melanie A Stone Living Trust - Property #1 (personally Held Real Estate; investment-related; 27 Ocean Isle West Blvd, Unit GG Ocean Isle Beach NC 28469; Investment or Commercial Property; Owner; 12/01/2022; 1;0; property manager to manage the property. Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account. 3) Melanie A Stone Living Trust - Property #3 (personally Held Real Estate); investment-related; 27 Ocean Isle West Blvd, Unit DD Ocean Isle Beach NC 28469; Investment or Commercial Property; Owner; 08/02/2023; 1; 0; Pay bills/Co-Signor on checking account, Make deposits in the checking account, Review bank statements, Control of the checkbook.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-25
• S63 Uniform Securities Agent State Law Examination
  2001-12-05

Other Names

• Melanie Anne Walker
• Melanie Anne Walker