Samantha Marcus

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

• 12/2010 → 10/2018
  Jaguar Land Rover Albuquerque
  Albuquerque, NM
• 04/2019 → 01/2026
  Fidelity Investments
  Albuquerque, NM
• 11/2018 → 03/2019
  Unemployed
  Albuquerque, NM
• 01/2026 → 07/2026
  State Farm Insurance
  Albuquerque, NM
• 01/2026 → Present
  State Farm Vp Management Corp.
  Albuquerque, NM
• 01/2026 → Present
  State Farm Investment Management Corp
  Albuquerque, NM
• 08/2026 → Present
  Samantha Marcus Insurance Agency
  Albuquerque, NM

Other Businesses

1) Samantha Marcus’ Insurance Agency; Investment-related; 10555 Montgomery Blvd NE Ste 10 Albuquerque, NM 87111; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 8/1/2026; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-05
• S63 Uniform Securities Agent State Law Examination
  2025-12-15

Other Names

• Samantha Rae Marcus
• Samantha R Marcus
• Samantha Rae Hughes
• Samantha Rae Gunn