Victor W Pulizzano

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

• 06/2015 → 07/2016
  Santander Bank Na
  Villanova, PA
• 06/2015 → 07/2016
  Santander Securities Llc
  San Juan, PR
• 04/2023 → 12/2023
  Unemployed
  Perkasie, PA
• 12/2023 → Present
  Shawn Velez Insurance Agency
  Doylestown, PA
• 01/2024 → Present
  State Farm Vp Management Corp.
  Doylestown, PA
• 08/2012 → 11/2017
  Kakj Inc
  Feasterville, PA
• 04/2016 → 04/2023
  Crashproof Retirement
  King Of Prussia, PA
• 01/2024 → Present
  State Farm Investment Management Corp
  Doylestown, PA

Previous Registrations

• 2015-09-25 → 2016-06-03
  Santander Securities Llc
  Westmont, NJ
  Pennsauken, NJ
  Palmyra, NJ
  Cherry Hill, NJ
  Villanova, PA
• 2011-11-02 → 2012-08-22
  Cuso Financial Services, L.P.
  Trevose, PA
  Philadelphia, PA
  San Diego, CA
  Springfield, PA
  Trooper, PA
  Warrington, PA
  Philadelphia, PA
  Upper Darby, PA
  Philadelphia, PA
  Wayne, PA
  Philadelphia, PA
  Jenkintown, PA
  North Wales, PA
  Richboro, PA
  Philadelphia, PA
• 2011-01-19 → 2011-09-30
  Cetera Investment Services Llc
  Doylestown, PA
• 2007-11-29 → 2010-05-27
  Cetera Investment Services Llc
  York, PA
  Exton, PA
  St Cloud, MN
  King Of Prussia, PA

Other Businesses

1) Shawn Velez's Insurance Agency; Investment-related; 252 W Swamp Rd Ste 21 Doylestown, PA 18901; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member;12/21/2023; 80; 80; Service customers

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-12

Designations

• Chartered Financial Consultant

Other Names

• Vic Pulizzano
• Victor William Pulizzano