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Steven Edgar Williams

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 Corp.Jun 2025 to now
  3. Kelly Hagar Insurance AgencyAug 2023 to now
  4. Firebirds SteakhouseNov 2022 to Mar 2023
  5. Loews Hotels & Co.Jul 2022 to Aug 2023
  6. Outback SteakhouseFeb 2021 to Jul 2022
  7. Sonnys BbqOct 2019 to Feb 2021
  8. University of Central FloridaAug 2019 to Oct 2019
  9. Our LandMar 2019 to Aug 2019
  10. Sonnys BbqJan 2019 to Aug 2019
  11. Raddison HotelJun 2018 to Feb 2019
  12. Bottle BashJan 2018 to Oct 2018
  13. Stetson UniversitySep 2017 to Jun 2018
  14. PublixJun 2016 to Sep 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
8105846
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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