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Matthew Elliot Merry

Investment adviser representative at State Farm Investment Management Corp.
17 yearsExperience
2 statesRegistered 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

17 years in the industry.

  1. State Farm InsuranceSep 2026 to now
  2. State Farm Investment Management Corp.Jun 2025 to now
  3. State Farm Vp Management CorpJun 2025 to now
  4. Agr ResourcesSep 2024 to Jun 2025
  5. Icm GroupMar 2024 to Jun 2025
  6. Nick Harriman's Insurance AgencyOct 2023 to Sep 2026
  7. Steve Hare's Insurance AgencyOct 2023 to Sep 2026
  8. TransoceanOct 2021 to Oct 2023
  9. AmoFeb 2021 to Oct 2021
  10. Valaris DrillingMay 2009 to Dec 2020

Exams passed

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

State registrations

Registered as an investment adviser representative in 2 states (ME, NH).

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
8120073
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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