Matthew A. Balady
Professional summary
Matthew Apgar Balady is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Maitland, Florida and STATE FARM VP MANAGEMENT CORP. located in Woodbury, Minnesota.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Matthew has worked at 13 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Apgar Balady's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 20, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 469 S Orlando Avenue, Maitland, FL 32751March 13, 2019 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 670 Crossroads Commerce Center- Suite 245, Woodbury, MN 55125March 7, 2013 - September 8, 2016
STRATEGIC ADVISERS LLC
January 14, 2013 - September 7, 2016
FIDELITY BROKERAGE SERVICES LLC
March 30, 2012 - December 17, 2012
PNC WEALTH MANAGEMENT LLC
February 27, 2012 - December 17, 2012
PNC WEALTH MANAGEMENT LLC
January 19, 2011 - February 7, 2012
BB&T INVESTMENT SERVICES, INC.
January 11, 2011 - February 7, 2012
BB&T INVESTMENT SERVICES, INC.
December 13, 2010 - January 6, 2011
CHASE INVESTMENT SERVICES CORP.
December 7, 2010 - January 6, 2011
CHASE INVESTMENT SERVICES CORP.
November 15, 2010 - December 16, 2010
VALIC FINANCIAL ADVISORS, INC.
October 8, 2010 - December 16, 2010
VALIC FINANCIAL ADVISORS, INC.
July 21, 2008 - June 14, 2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
July 21, 2008 - June 14, 2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
March 12, 2004 - June 5, 2008
WAMU INVESTMENTS, INC.
February 11, 2004 - June 5, 2008
WAMU INVESTMENTS, INC.
January 1, 2004 - February 4, 2004
PNC WEALTH MANAGEMENT LLC
September 12, 2002 - January 1, 2004
J.J.B. HILLIARD, W.L. LYONS, LLC
June 26, 2001 - September 4, 2002
NYLIFE SECURITIES LLC
June 4, 1999 - June 11, 2001
PRUCO SECURITIES, LLC.
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
(4/10/2019)
(11/20/2023)
Exams
FINRA
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
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Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Maitland, FL 32751TRUST BUT VERIFY
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