Anthony Charles Maestri

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

• 01/2009 → Present
  State Farm Vp Management Corp
  Rohnert Park, CA
• 01/2009 → Present
  Anthony Maestri Insurance Agency
  Rohnert Park, CA
• 08/2018 → Present
  State Farm Investment Management Corp
  Rohnert Park, CA

Other Businesses

1) Bridge To The Future Rites of Passage; Non-Investment-Related; 1620 Sonoma Ave., Santa Rosa, CA 95405; Membership/Civic/Fraternal Organization; Director (includes sitting on the Board of Directors), Treasurer; 7/1/2020; 5, 0; Review reconciliations, make deposits in checking account, authorized to use an organizational credit card to pay bills, and pay bills/co-signor on checking account. 2) Anthony Maestri's Insurance Agency; Insurance Agency; Investment-related; 364 Rohnert Park Expy W Rohnert Park, CA 94928-7936; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2009; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-03-25

Designations

• Chartered Financial Consultant

Other Names

• Tony Charles Maestri