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Matthew Robert Roe

State Farm Investment Management Corp.

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About Matthew Robert Roe

Matthew Roe is a financial advisor with State Farm Investment Management Corp. in Syracuse, New York. Matthew Roe has been in the industry since November 2002 and has a Series 65, Series 66, Series 63, Series 10, and Series 9 license. Matthew Roe also holds Series 6TO, SIE and Series 7 licenses. Matthew Roe previously worked at HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc. and GGET, LLC. Matthew Roe has been a registered investment advisor with the state of New York since May 2023. Matthew Roe offers financial planning and investment management services to individuals and investment companies.

Firm Information

Matthew Roe 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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Matthew Roe’s Registration & Firm History

NY

05/01/2023 - Present

State Farm Investment Management Corp. (Syracuse NY)

NY

01/01/2005 - 06/08/2006

HSBC SECURITIES (USA) INC. (SYRACUSE NY)

NY

03/27/2003 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

CT

10/25/2002 - 03/25/2003

GGET, LLC. (GREENWICH CT)

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Licenses & Designations

IA

Issued 12/21/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/07/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/11/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/05/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Robert Roe.
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