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Rocco Gerard Casinelli

State Farm Investment Management Corp.

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About Rocco Gerard Casinelli

Rocco Gerard Casinelli is an Investment Advisor Representative associated with State Farm Investment Management Corp. in Stratford, Connecticut. Rocco is a registered Investment Advisor Representative in both Connecticut and New York. Rocco has held this position since February 2023. Previously, Rocco was employed by State Farm VP Management Corp. in Norwalk, Connecticut since December 2000 and also with Rocco Casinelli Insurance in Norwalk, Connecticut. Rocco's background includes Series 6, Series 7 and Series 63 licenses. In addition, Rocco has a Series 65 license and holds the SIE designation. Rocco also is the owner and agent of Rocco Casinelli's Insurance Agency. Rocco has over 23 years of experience in the financial industry.

Firm Information

Rocco Casinelli 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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Rocco Casinelli’s Registration & Firm History

CT

07/13/2023 - Present

State Farm Investment Management Corp. (Stratford CT)

NA

11/29/1993 - 04/26/1994

BERKELEY SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 06/30/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/27/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Rocco Gerard Casinelli. Review regulatory record here.
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