Paul Cozzani

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

• 08/2015 → Present
  State Farm Management Corp.
  East Islip, NY
• 08/2015 → Present
  Paul Cozzani Insurance Agency
  East Islip, NY
• 06/2021 → Present
  State Farm Investment Management Corp
  East Islip, NY

Other Businesses

1) Acme Global Properties LLC; Investment-Related; 176 PARK AVE, AMITYVILLE, NY 11701; Landlord; Owner; 10/1/2004; NO DUTIES; 1 HR/MO; 0 HRS/MO. 2) Paul Cozzani's Insurance Agency; Insurance Agency; Investment-related; 29 W Main St East Islip, NY 11730-2428; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2015; 80; 80; Service customers and supervise employees. 3) Movie extra; non-investment-related; 91 Islip Ave, Islip, NY 11751; Other; Other; none; 03/31/2025; 8;8; Plan to be a movie extra if opportunity presents in the future.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-01-30

Designations

• Chartered Financial Consultant