Maria Suetwing Wong

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

• 02/1988 → Present
  Maria Wong Insurance Agency
  Oakland, CA
• 03/1998 → Present
  State Farm Vp Management Corp.
  Oakland, CA
• 08/2018 → Present
  State Farm Investment Management Corp.
  Oakland, CA

Other Businesses

1) Maria Wong's Insurance Agency; Insurance Agency; Investment-related; 1000 Broadway # 200H Oakland, CA 94607-4099; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 2/1/1988; 80; 80; Service customers and supervise employees 2) T CHAN AND M WONG FAMILY TRUST; investment-related; 897 RUTH DR Pleasant Hill, CA 94523; Investment or Commercial Property; Owner; none; 5/1/2024; 1; 0; Duties: Privately held rental building

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-08-10

Designations

• Chartered Financial Consultant