Daniel Tivnan (CRD# 6561394) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cicero, NY and has over 8 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 828730
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Cicero, NY | Aug 2023 - Current | < 1 |
| State Farm V.p. Management Corp. | Cicero, NY | May 2018 - Current | 6 |
| Dan Tivnan Insurance Agency | Cicero, NY | Nov 2016 - Current | 7 |
| State Farm Insurance | Baldwinsville, NY | Jun 2016 - Oct 2016 | < 1 |
| State Farm Vp Management Corp | Baldwinsville, NY | Sep 2015 - Jun 2016 | < 1 |
| Lindsy Luu Insurance Agency | Baldwinsville, NY | Jan 2010 - Jun 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- NY
- PA
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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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