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Stephanie Lee Raieta

State Farm Investment Management Corp.

Glenside, PA

CRD 6438749

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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:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-11-06
DE RA APPROVED 2025-04-27
NJ RA APPROVED 2025-04-24
PA RA APPROVED 2025-04-24
  • OH RA
    APPROVED
    Since 2025-11-06
  • DE RA
    APPROVED
    Since 2025-04-27
  • NJ RA
    APPROVED
    Since 2025-04-24
  • PA RA
    APPROVED
    Since 2025-04-24

Branch Locations

Glenside, PA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Bill Weychert Insurance Agency Conshohocken PA 11/2007 07/2017
State Farm Vp Management Corp Conshohocken PA 08/2015 07/2017
State Farm Insurance Bloomington IL 07/2017 12/2017
Stephanie Raieta Insurance Agency Glenside PA 12/2017 Present
State Farm Vp Management Corp Glenside PA 01/2019 05/2020
State Farm Vp Management Corp Glenside PA 03/2022 Present
State Farm Investment Management Corp Glenside PA 04/2025 Present
  • 11/2007 → 07/2017
    Bill Weychert Insurance Agency
    Conshohocken, PA
  • 08/2015 → 07/2017
    State Farm Vp Management Corp
    Conshohocken, PA
  • 07/2017 → 12/2017
    State Farm Insurance
    Bloomington, IL
  • 12/2017 → Present
    Stephanie Raieta Insurance Agency
    Glenside, PA
  • 01/2019 → 05/2020
    State Farm Vp Management Corp
    Glenside, PA
  • 03/2022 → Present
    State Farm Vp Management Corp
    Glenside, PA
  • 04/2025 → Present
    Glenside, PA
Other Businesses

1) Stephanie Raieta's Insurance Agency; Investment-related; 207 S Easton Rd Glenside, PA 19038-4426; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2017; 80; 80; Service customers and supervise employees 2) Raieta Properties LLC; investment-related; 207 S EASTON RD. GLENSIDE, PA. 19038; Investment or Commercial Property; Owner; President; 09/29/2025; 2;0; PURCHASING MY OFFICE BUILDING THAT IS 3 UNITS 3) Team Member Hall of Fame- EMA; Non-Investment Related; 2241 W Market Street York, PA 17404; Membership/Civic/Fraternal Organization; Board Member; None; 03/16/2025; 3; 3; The board does education, training and a promotional event for team members. It's a membership organization.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-23
S63 Uniform Securities Agent State Law Examination 2015-10-12
  • S65 Uniform Investment Adviser Law Examination
    2025-04-23
  • S63 Uniform Securities Agent State Law Examination
    2015-10-12

View on SEC IAPD

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