Sean Daniel Davern
Investment adviser representative at State Farm Investment Management Corp.
14 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business
Are you Sean Daniel Davern? 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
14 years in the industry.
- Sean Davern Insurance AgencyDec 2022 to now
- State Farm Investment Management Corp.Jun 2022 to now
- State Farm Vp Management CorpApr 2022 to now
- State Farm InsuranceJul 2022 to Nov 2022
- Dominic Agostini Insurance AgencySep 2018 to Jul 2022
- UnemployedJun 2017 to Aug 2018
- Spallina Enterprises LLCJun 2015 to Jun 2017
- Two for Seven LLCMar 2012 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7526022
- Firm CRD
- 3487