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Paul Bavaro

Investment adviser representative at State Farm Investment Management Corp.
24 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

24 years in the industry.

  1. State Farm Investment Management Corp.Jul 2025 to now
  2. State Farm Vp Management CorpApr 2025 to now
  3. Ellie Mills Insurance AgencyFeb 2025 to now
  4. The Leaders Group IncSep 2024 to Apr 2025
  5. Independent Insurance AgentJan 2024 to Mar 2025
  6. UnemployedJan 2024 to Aug 2024
  7. MML Investors Services LLCFeb 2023 to Jan 2024
  8. Massmutual Life Insurance CoNov 2022 to Jan 2024
  9. UnemployedMay 2022 to Nov 2022
  10. Coastal WealthJan 2022 to Jan 2024
  11. LPL Financial LLCMay 2019 to May 2022
  12. MML Investors Services, Inc.May 2004 to May 2019
  13. Massmutual Life Insurance CompanySep 2002 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

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
3228599
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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