Zachary Sandlin
Investment adviser representative at State Farm Investment Management Corp.
11 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business
Are you Zachary Sandlin? Claim your profile
Contact this firm
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
11 years in the industry.
- State Farm Investment Management Corp.Jul 2026 to now
- Chris Bryson Insurance AgencyJul 2026 to now
- State Farm Vp Management CorpJul 2026 to now
- Bank of America, N.A.Jan 2022 to Jul 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2022 to Jul 2026
- B&h CustomsJun 2020 to Dec 2021
- Bank of America, N.A.Dec 2019 to May 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2019 to May 2020
- Monterrey Security ConsultantsSep 2016 to Dec 2016
- North Park UniversityAug 2015 to May 2019
- Morelia's Bar and GrillMay 2015 to Dec 2018
- Rio GrandeJan 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7168466
- Firm CRD
- 3487