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Matthew Scott McCauley

State Farm Investment Management Corp.

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About Matthew Scott McCauley

Matthew McCauley is an investment advisor representative registered with State Farm Investment Management Corp. in Roswell, Georgia. Matthew has been in the industry since April 2019. Matthew holds both Series 63 and Series 65 licenses as well as the Series 7. Matthew has previously been registered with Truist Investment Services, Inc. and SunTrust Investment Services Inc. Matthew is also a licensed insurance agent with Nikki McCauley's Insurance Agency, and is an owner of McCauley Holdings LLC, which invests in commercial real estate.

Firm Information

Matthew McCauley 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 McCauley’s Registration & Firm History

GA

07/10/2024 - Present

State Farm Investment Management Corp. (Roswell GA)

GA

03/23/2019 - 06/04/2024

TRUIST INVESTMENT SERVICES, INC. (ALPHARETTA GA)

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Licenses & Designations

IA

Issued 02/18/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/23/2019

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

BC

Issued 03/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Scott McCauley.
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