Daniel Patrick Andrade

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

• 01/2012 → 07/2021
  Daniel Andrade Insurance Agency
  Winnetka, CA
• 01/2012 → 07/2021
  State Farm Vp Management Corp
  Winnetka, CA
• 07/2021 → Present
  State Farm Vp Management Corp.
  Oak Park, CA
• 07/2021 → Present
  Daniel Andrade Insurance Agency
  Oak Park, CA
• 04/2023 → Present
  State Farm Investment Management Corp
  Oak Park, CA

Other Businesses

1) Daniel Andrade's Insurance Agency; Insurance Agency; Investment-related; 346 Kanan Rd Ste 203 Oak Park, CA 91377-1153; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2012; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-06-13

Designations

• Chartered Financial Consultant