Nicolas Ancona

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

• 01/2016 → 01/2017
  Molloy College
  Rockville Centre, NY
• 05/2014 → 11/2017
  Bay Vue
  Lindhurst, NY
• 09/2016 → 11/2017
  East Islip School District
  East Islip, NY
• 01/2020 → 05/2020
  Lilly Flannigan's
  Ronkonkoma, NY
• 08/2017 → 06/2021
  Long Island Top Guns
  West Babylon, NY
• 10/2017 → 05/2024
  Steven B. Pescetti Insurance Agency
  Mastic, NY
• 03/2021 → 05/2024
  State Farm Vp Management Corp
  Mastic, NY
• 04/2024 → 05/2024
  State Farm Investment Management Corp
  Mastic, NY
• 05/2024 → 10/2024
  State Farm Investment Management Corp
  Islip Terrace, NY
• 05/2024 → 10/2024
  State Farm Vp Management Corp
  Islip Terrace, NY
• 05/2024 → 10/2024
  State Farm Insurance
  Islip Terrace, NY
• 10/2024 → Present
  Nick Ancona Insurance Agency
  Beaufort, SC
• 10/2024 → Present
  State Farm Investment Management Corp
  Beaufort, SC
• 10/2024 → Present
  State Farm Vp Management Corp
  Beaufort, SC

Other Businesses

1) Nick Ancona's Insurance Agency; Investment-related; 101 N Market Suite 1B Beaufort, SC 29906; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/2024E; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-19
• S63 Uniform Securities Agent State Law Examination
  2023-08-18

Other Names

• Nicolas J Ancona
• Nicolas James Ancona