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Ricardo Mario Sanchez

State Farm Investment Management Corp.

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About Ricardo Mario Sanchez

Ricardo Sanchez is a financial professional with over six years of experience in the financial services industry. Ricardo has a strong background in insurance and investment services, having worked with State Farm and Merrill Lynch. Ricardo is currently registered with State Farm Investment Management Corp. as an Investment Advisor Representative. Ricardo holds Series 66, Series 7, and Series 63 licenses. In addition to his financial services career, Ricardo is also the owner of a rental property holding company.

Firm Information

Ricardo Sanchez 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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Ricardo Sanchez’s Registration & Firm History

FL

11/08/2023 - Present

State Farm Investment Management Corp. (South Miami FL)

FL

01/15/2021 - 10/10/2023

CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)

FL

01/06/2020 - 01/05/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANTATION FL)

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Licenses & Designations

BOTH

Issued 02/14/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2023

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

BC

Issued 01/06/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ricardo Mario Sanchez.
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