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Craig Devonte Carozza-caviness

State Farm Investment Management Corp.

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About Craig Devonte Carozza-caviness

Craig Carozza-Caviness is a financial professional registered with State Farm Investment Management Corp. Craig is a registered investment advisor representative in Maryland. Craig is licensed in Maryland. Craig works with clients to develop financial plans, including investments, insurance, and retirement planning. Craig has over 9 years of experience in the financial services industry. Prior to joining State Farm Investment Management Corp., Craig worked at PFS Investments Inc. Craig has a background in insurance, real estate, and legal services.

Firm Information

Craig Carozza-caviness is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Carozza-caviness’s Registration & Firm History

MD

07/11/2024 - Present

State Farm Investment Management Corp. (Frederick MD)

MD

10/20/2017 - 11/07/2017

PFS INVESTMENTS INC. (ROCKVILLE MD)

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Licenses & Designations

BC

Issued 04/17/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/16/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/08/2023

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Devonte Carozza-caviness.
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