Leonard J. Lopresti
Professional summary
Leonard Joseph Lopresti, who also goes by Len Lopresti, Lenny Lopresti, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Freehold, New Jersey and STATE FARM VP MANAGEMENT CORP. located in Downingtown, Pennsylvania.
Leonard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Leonard has worked at 12 firms and has passed the Series 63, Series 6TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Leonard Joseph Lopresti's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 31 E Main St, Ste 4, Freehold, NJ 07728March 8, 2021 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 506 E Lancaster Ave Suite 202, Downingtown, PA 19335February 22, 2018 - June 24, 2019
JANNEY MONTGOMERY SCOTT LLC
September 14, 2015 - February 14, 2018
R.W.PRESSPRICH & CO.
November 7, 2011 - September 9, 2015
WHITAKER SECURITIES LLC
July 10, 2008 - October 6, 2011
BGC FINANCIAL, L.P.
November 21, 2005 - April 15, 2008
GFI SECURITIES LLC
May 5, 1999 - November 21, 2005
TULLETT PREBON FINANCIAL SERVICES LLC
June 8, 1995 - May 4, 1999
TP ICAP GLOBAL MARKETS AMERICAS LLC
November 10, 1994 - May 18, 1995
NYLIFE SECURITIES LLC
November 10, 1994 - May 31, 1995
EAGLE STRATEGIES CORP
March 4, 1991 - August 12, 1994
FINANCIAL NORTHEASTERN SECURITIES, INC.
Primary Firm SEC Registration
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/27/2025)
(5/27/2025)
(3/8/2021)
(5/17/2023)
(3/8/2021)
(5/15/2023)
(3/8/2021)
(5/15/2023)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
Contact information
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.
