Frederic Aurelius Coffey

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

• 10/2021 → Present
  State Farm Investment Management Corp
  Sarasota, FL
• 04/1998 → Present
  State Farm Vp Management Corp.
  Sarasota, FL
• 03/1985 → Present
  Ric Coffey Insurance Agency
  Sarasota, FL

Other Businesses

1) COFFEY INTERIORS; NON-INVESTMENT-RELATED; 235 SAINT JAMES PARK OSPREY, FL 34229; RETAIL; CO-OWNER; 07/2000-PRESENT; 0 HRS/MTH; FILE TAX FORMS WITH THE STATE 2) Frederic Coffey's Insurance Agency; Insurance Agency; Investment-related; 8075 Beneva Rd Ste 2 Sarasota, FL 34238-2938; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/1/1985; 80; 80; Service customers and supervise employees

Designations

• Chartered Financial Consultant

Other Names

• Ric Coffey