Matthew Apgar Balady

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

• 12/2012 → 09/2016
  Fidelity Brokerage Services Llc
  Altamonte Springs, FL
• 03/2017 → Present
  Matthew Balady Insurance Agency
  Maitland, FL
• 01/2019 → Present
  State Farm Vp Management Corp.
  Maitland, FL
• 10/2016 → 02/2017
  State Farm Insurance
  Maitland, FL
• 09/2023 → Present
  State Farm Investment Management Corp
  Maitland, FL

Previous Registrations

• 2013-03-07 → 2016-09-08
  Strategic Advisers Llc
  Altamonte Springs, FL
• 2012-03-30 → 2012-12-17
  Pnc Wealth Management Llc
  Palm Beach Gardens, FL
  Kissimmee, FL
  Orlando, FL
  Champions Gate, FL
  Orlando, FL
  Saint Cloud, FL
  Maitland, FL
• 2011-01-19 → 2012-02-07
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Leesburg, FL
  Leesburg, FL
  Summerfield, FL
  Ocala, FL
  Silver Springs, FL
  Silver Springs, FL
  Eustis, FL
• 2010-12-13 → 2011-01-06
  Chase Investment Services Corp.
  Clermont, FL
• 2010-11-15 → 2010-12-16
  Valic Financial Advisors, Inc.
  Orlando, FL
• 2008-07-21 → 2010-06-14
  Tiaa-Cref Individual & Institutional Services, Llc
  Roseland, NJ
• 2004-03-12 → 2008-06-05
  Wamu Investments, Inc.
  Hackettstown, NJ
  Sparta, NJ
  Morris Plains, NJ
  Oakridge, NJ
  Short Hills, NJ
  South Orange, NJ
  Chatham, NJ
  Orange, NJ
  North Plainfield, NJ
  West Paterson, NJ
  Elmwood Park, NJ
  Emerson, NJ
  Edgewater, NJ
  Morris Plains, NJ
  Nutley, NJ
  Bayonne, NJ
  Jersey City, NJ
  Montclair, NJ
  Jersey City, NJ
  Bloomfield, NJ

Other Businesses

1) Matthew Balady's Insurance Agency; Insurance Agency; Investment-related; 469 S Orlando Ave Ste 106 Maitland, FL 32751-5654; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2017; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-13
• S66 Uniform Combined State Law Examination
  2003-06-02