DA
David R. Accomando
STATE FARM INVESTMENT MANAGEMENT
Elmont, NY 11003-2354
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CRD#: 1677107
DA
Professional summary
David Richard Accomando is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Elmont, New York and STATE FARM VP MANAGEMENT CORP. located in Huntington, New York.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. David has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) DEPOT JR; 100% OWNER/SOLE PROPRIETOR SINCE 07/2005; 1733 HORATIO AVE, MERRICK STATE, NEW YORK 11566; ONLINE WEB COMPANY THAT PROVIDES COUPONS AND DISCOUNT CODES FOR ONLINE MERCHANTS SUCH AS GAP, AMAZON; UPDATING THE WEB SITE WITH THE MERCHANTS LATEST BARGAINS. WEB PAGE OPTIMIZATION TO DRIVE TRAFFIC TO THE WEBSITE.TRACKING SALES AND BILLS; 10;0; NOT INVESTMENT RELATED. 2) MPact Premium JV LLC; non- investment related; 80 Front Street Hempstead NY 11550; Purchasing a commercial building with 4 tenants.; Partner and treasurer; 07/19/2021; 2;0; Control of the checkbook, make deposits in the checking account, review bank statements and pay bill, co signor on the checking account. 3) MPact Premium Abel Park LLC; non- investment related; 1046 New York Avenue, Suite A, Huntington Station NY 11746; Partner; 10/21/2021; 1;1 4) David Accomando's Insurance Agency; Insurance Agency; Investment-related; 1558 Hempstead Tpke Elmont, NY 11003-2354; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2009; 80; 80; Service customers and supervise employees 5) MPact Premium Riverside LLC; non-investment related; 1046 New York Ave Ste A Huntington Station NY 11746; investment or commercial property; partner; treasurer; 10/04/2022; 1; 0; control of the checkbook, review bank statements, Purchasing homes for rental. 6) Premium Riverside LLC; non-investment related; 80 Front St Hempstead NY 11550; investment or commercial property; partner; treasurer; 10/04/2022; 1; 0; Homes that will be rented out. 7) Premium Mineola LLC; Investment related; 4 Lois Place Merrick, NY 11566; Investment Property; Partner; Treasurer; 11/15/2023; 1; 0; Residential Apartments 8) Mpact Premium Mineola LLC; Investment related; 1046 New York Avenue Suit A Huntington Station, NY 11746; Investment Property; Partner; none; 11/15/2023; 1; 0; LLC created for partnership with Developer and State Farm agent partners. 9) IMPACT LUBRANO JV LLC; Investment related; 159 Jericho Turnpike Mineola, NY 11501; Investment Property; Partner; none; 11/15/2023; 1; 0; Purchasing building to convert to rental apartments.
CRS (Client Relationship Summary) - RIA
Click below to view David Richard Accomando's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 26, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 1558 Hempstead Tpke, Elmont, NY 11003-2354RIA
CRD#: 3487
Elmont, NY
Current
August 6, 2008 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 18 West Carver Street Suite 4, Huntington, NY 11743BD
CRD#: 43036
Huntington, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(9/7/2023)
IAR
Connecticut(9/7/2023)
RR
New Jersey(9/7/2023)
IAR
New Jersey(9/8/2023)
RR
New York(8/13/2008)
IAR
New York(5/26/2023)
RR
Pennsylvania(9/7/2023)
IAR
Pennsylvania(9/7/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
