Nicholas Leon Roberts
Investment adviser representative at State Farm Investment Management Corp.
12 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
12 years in the industry.
- State Farm Investment Management Corp.Jul 2026 to now
- Mason Bailey Insurance AgencyJun 2026 to now
- State Farm Vp Management CorpJun 2026 to now
- Cambridge Investment Research Advisors, Inc.Jan 2025 to Apr 2026
- Cambridge Investment Research, Inc.Jan 2025 to Apr 2026
- Cambridge Invesment Research, Inc.Dec 2024 to Jan 2025
- Equitable Advisors, LLCJun 2023 to Nov 2024
- The Wonder BarJun 2023 to Sep 2023
- Bob EvansOct 2021 to Sep 2023
- Salem Correctional CenterApr 2019 to Nov 2021
- Cornerstone CafeNov 2014 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WV).
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
- 7764882
- Firm CRD
- 3487