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Salim Joseph Balady

State Farm Investment Management Corp.

Verona, NJ

CRD 6279202

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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
NJ RA APPROVED 2024-09-17
IL RA APPROVED 2024-08-26
  • NJ RA
    APPROVED
    Since 2024-09-17
  • IL RA
    APPROVED
    Since 2024-08-26

Branch Locations

Verona, NJ • 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
OrganizationCityStateFromTo
Salim Balady Insurance Agency Totowa NJ 08/2015 03/2018
State Farm Vp Management Corp Totowa NJ 08/2015 03/2018
State Farm Vp Management Corp. Verona NJ 03/2018 07/2023
State Farm Insurance Verona NJ 03/2018 08/2023
State Farm Investment Management Corp. Verona NJ 09/2018 07/2023
State Farm Insurance Bloomington IL 08/2023 09/2024
State Farm Investment Management Corp. Bloomington IL 07/2023 12/2023
State Farm Vp Management Corp. Bloomington IL 07/2023 09/2024
State Farm Investment Management Corp. Bloomington IL 08/2024 09/2024
State Farm Investment Management Corp. Verona NJ 09/2024 Present
State Farm Insurance Verona NJ 09/2024 01/2025
State Farm Vp Management Corp. Verona NJ 09/2024 Present
State Farm Insurance Verona NJ 01/2025 Present
  • 08/2015 → 03/2018
    Salim Balady Insurance Agency
    Totowa, NJ
  • 08/2015 → 03/2018
    State Farm Vp Management Corp
    Totowa, NJ
  • 03/2018 → 07/2023
    State Farm Vp Management Corp.
    Verona, NJ
  • 03/2018 → 08/2023
    State Farm Insurance
    Verona, NJ
  • 09/2018 → 07/2023
    State Farm Investment Management Corp.
    Verona, NJ
  • 08/2023 → 09/2024
    State Farm Insurance
    Bloomington, IL
  • 07/2023 → 12/2023
    State Farm Investment Management Corp.
    Bloomington, IL
  • 07/2023 → 09/2024
    State Farm Vp Management Corp.
    Bloomington, IL
  • 08/2024 → 09/2024
    State Farm Investment Management Corp.
    Bloomington, IL
  • 09/2024 → Present
    State Farm Investment Management Corp.
    Verona, NJ
  • 09/2024 → 01/2025
    State Farm Insurance
    Verona, NJ
  • 09/2024 → Present
    State Farm Vp Management Corp.
    Verona, NJ
  • 01/2025 → Present
    State Farm Insurance
    Verona, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-28
S63 Uniform Securities Agent State Law Examination 2018-06-19
  • S65 Uniform Investment Adviser Law Examination
    2018-11-28
  • S63 Uniform Securities Agent State Law Examination
    2018-06-19
Designations
  • Chartered Financial Consultant
Other Names
  • Sam Balady

View on SEC IAPD

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