Sterling Massey (CRD# 1978944) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lowell, MI and has over 15 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Lowell, MI | Sep 2022 - Current | 1 |
State Farm Vp Management Corp | Lowell, MI | Sep 2022 - Current | 1 |
State Farm Insurance | Lowell, MI | Sep 2022 - Current | 1 |
Sterling Massey Insurance Agency | Wyoming, MI | Feb 2021 - Sep 2022 | 1 |
State Farm Vp Management Corp | Wyoming, MI | Feb 2021 - Sep 2022 | 1 |
State Farm Investment Management Corp | Wyoming, MI | Feb 2021 - Sep 2022 | 1 |
State Farm Investment Management Corp | Kentwood, MI | Aug 2018 - Feb 2021 | 2 |
State Farm Vp Management Corp | Kentwood, MI | Aug 2009 - Feb 2021 | 11 |
Sterling Massey Insurance Agency | Kentwood, MI | Aug 2009 - Feb 2021 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2009 |
S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- MI
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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