Scott Burns

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

• 09/2015 → 05/2021
  Unemployed
  Morrisville, NC
• 09/2021 → 05/2022
  Unemployed
  Raleigh, NC
• 09/2024 → 12/2024
  Unemployed
  Raleigh, NC
• 03/2025 → 11/2025
  Unemployed
  Raleigh, NC
• 06/2022 → 06/2023
  Co
  Raleigh, NC
• 06/2021 → 08/2021
  Hunter Rowe Real Estate
  Raleigh, NC
• 01/2025 → 02/2025
  Top Tier Solar Solutions
  Garner, NC
• 06/2023 → 08/2024
  Heron's At The Umstead Hotel And Spa
  Cary, NC
• 11/2025 → 02/2026
  Equitable Advisors, Llc
  New York, NY
• 02/2026 → 03/2026
  Mcdowell Financial
  Cary, NC
• 04/2026 → Present
  State Farm Vp Management Corp
  Knightdale, NC
• 02/2026 → Present
  Brian Rothert Insurance Agency
  Knightdale, NC
• 04/2026 → Present
  State Farm Investment Management Corp
  Knightdale, NC

Previous Registrations

• 2025-12-01 → 2026-02-20
  Equitable Advisors, Llc
  Raleigh, NC
  Charlotte, NC
  Raleigh, NC

Other Businesses

1. Brian Rothert Insurance Agency; Investment-related; 2001 Widewaters Pkwy Ste O Knightdale, NC 27545; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 02/23/2026; 80; 80; Service customers 2. StockFix Publishing LLC; Non-Investment-related; 8005 Kukui Ct Raleigh, NC 27613; Other; Owner/Partner; 02/16/2026; 3; 0; Disclosing the LLC as it has been created and fled with the state. Currently no business is tied to this LLC. RR will disclose in an OBA update once nature of business is determined.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-08

Other Names

• Scott Burns
• Scott James Burns