Daniel Garret Ray

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

• 12/2011 → Present
  State Farm Vp Management Corp.
  Chicago, IL
• 08/2012 → Present
  Dan Ray Insurance Agency
  Chicago, IL
• 03/2017 → Present
  State Farm Investment Management Corp
  Chicago, IL

Other Businesses

1) Daniel Ray's Insurance Agency; Insurance Agency; Investment-related; 5230 W Irving Park Rd Chicago, IL 60641-2585 and 3701 W Irving Park Rd Chicago, IL 60618-3104; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2012; 80; 80; Service customers and supervise employees 2) Dan Ray - Property #1 (personally held real estate); Investment-related; 2499 Duncan Chapel Greenville, SC 29617; Investment or Commercial Property; Owner; none; 4/15/2024; 1; 0; Duties: 2-unit residential building 3) 5230 W Irving Park LLC; Investment-related; 5230 W Irving Park Rd Chicago, IL 60641; Investment Property; Owner; none; 8/1/2012; 1; 0; Mix-use building. Storefront and 2nd floor apartment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-02
• S63 Uniform Securities Agent State Law Examination
  2012-01-20

Other Names

• Dan Ray