Joseph Anthony Ruggiero

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

• 08/2021 → Present
  Joe Ruggiero Insurance Agency
  Owings Mills, MD
• 04/2025 → Present
  State Farm Vp Management Corp.
  Owings Mills, MD
• 03/2021 → 08/2021
  State Farm Insurance
  Rosedale, MD
• 06/2019 → 03/2021
  Alexander Brown Insurance Agency
  Columbia, MD
• 06/2018 → 06/2019
  Geico Local Office - Tom White
  Nottingham, MD
• 03/2015 → 06/2018
  Nationwide Insurance - Simmerer Insurance & Financial Services
  Laurel, MD
• 04/2025 → Present
  State Farm Investment Management Corp
  Owings Mills, MD

Other Businesses

1) Joe Ruggiero's Insurance Agency; Investment-related;400 Redland Ct Ste 100 Owings Mills, MD 21117; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2021; 80; 80; Service customers and supervise employees 2) Fantasm LLC; non-investment related; 5405 Princess Dr., Rosedale, MD 21237; Other-Local Band; Partner; 01/01/2019; 6;0; band member

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-07-05
• S65 Uniform Investment Adviser Law Examination
  2025-03-04