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Charles Tennyson

Investment adviser representative at State Farm Investment Management Corp.
10 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. State Farm Investment Management Corp.Jun 2026 to now
  2. State Farm Vp Management CorpJun 2026 to now
  3. Coe Bancroft Insurance AgencyApr 2026 to now
  4. Pearson VueDec 2025 to Mar 2026
  5. UnemployedAug 2025 to Nov 2025
  6. Uconn FoundationJan 2025 to Jul 2025
  7. Monaco FordDec 2023 to Oct 2024
  8. Travelers InsuranceJun 2016 to Dec 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (CT).

State Farm Investment Management Corp.

$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2534319
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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