Liam Masterson

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

• 02/2020 → Present
  Liam Masterson Insurance Agency
  Garden City, NY
• 08/2026 → Present
  State Farm Vp Management Corp.
  Garden City, NY
• 08/2026 → Present
  State Farm Investment Management Corp
  Garden City, NY
• 09/2019 → 02/2020
  State Farm Insurance
  Queens, NY
• 02/2018 → 09/2019
  Joseph Colarusso Insurance Agency
  Woodbury, NY
• 08/2016 → 09/2019
  Bob Masterson Insurance Agency
  Levittown, NY

Other Businesses

1) Liam Masterson’s Insurance Agency; Investment-related;725 Franklin Ave Garden City, NY 11530; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;2/1/2020; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-06-15
• S65 Uniform Investment Adviser Law Examination
  2025-04-09