Bryan J. Wyckoff
Professional summary
Bryan James Wyckoff, CFP®, who also goes by Bryan James Wyckoff, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Watertown, New York and STATE FARM VP MANAGEMENT CORP. located in Rochester, New York.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Bryan has worked at 13 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bryan James Wyckoff's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
July 30, 2025 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
July 30, 2025 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 630 East Avenue Suite 250, Rochester, NY 14607November 15, 2023 - July 25, 2025
CADARET, GRANT & CO., INC.
November 15, 2023 - July 25, 2025
WESTERN INTERNATIONAL SECURITIES, INC.
November 15, 2023 - July 25, 2025
SORRENTO PACIFIC FINANCIAL, LLC
November 15, 2023 - July 25, 2025
SCF SECURITIES, INC.
November 15, 2023 - July 25, 2025
NEXT FINANCIAL GROUP, INC.
November 15, 2023 - July 25, 2025
GROVE POINT INVESTMENTS, LLC
November 15, 2023 - July 25, 2025
CUSO FINANCIAL SERVICES, L.P.
November 15, 2023 - July 25, 2025
CADARET, GRANT & CO., INC.
January 5, 2023 - November 13, 2023
EAGLE STRATEGIES LLC
December 16, 2022 - November 13, 2023
NYLIFE SECURITIES LLC
February 19, 2021 - November 3, 2022
KEY INVESTMENT SERVICES LLC
February 19, 2021 - November 3, 2022
KEY INVESTMENT SERVICES LLC
July 17, 2019 - February 24, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 24, 2019 - February 24, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 27, 2017 - June 7, 2019
NYLIFE 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
(7/30/2025)
(7/30/2025)
Exams
Series 7TO
Date: 3/7/2019
General Securities 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
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