Steven J. Cooney

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

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
NY	RA	APPROVED	2025-01-24

FL RA
APPROVED

Since 2025-03-31
NY RA
APPROVED

Since 2025-01-24

Branch Locations

316 Blooming Grove Turnpick Suite 200, New Windsor, NY 12553 • United States

University Park, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Steve Cooney Insurance Agency	New Windsor	NY	12/2005	Present
State Farm Vp Management Corp	New Windsor	NY	12/2005	Present
State Farm Investment Management Corp	New Windsor	NY	01/2025	Present

12/2005 → Present

Steve Cooney Insurance Agency

New Windsor, NY
12/2005 → Present

State Farm Vp Management Corp

New Windsor, NY
01/2025 → Present

State Farm Investment Management Corp

New Windsor, NY

Other Businesses

1) Steven Cooney's Insurance Agency; Insurance Agency; Investment-related; 316 Blooming Grv Tpke Ste 200 New Windsor, NY 12553-7738; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2005; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-17
S63	Uniform Securities Agent State Law Examination	2005-07-29

S65 Uniform Investment Adviser Law Examination

2025-01-17
S63 Uniform Securities Agent State Law Examination

2005-07-29

Other Names

Steve Cooney

View on SEC IAPD