Shawna Krivoy, financial advisor Coto De Caza CA

Shawna Krivoy

CRD Number: 6271386
Current Firm: State Farm Investment Management Corp.

Shawna Krivoy (CRD# 6271386) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Coto De Caza, CA and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp. Coto De Caza, CA Jun 2021 - Current 2
State Farm Vp Management Corp. Coto De Caza, CA Jun 2019 - Current 4
State Farm Insurance Coto De Caza, CA Jun 2019 - Current 4
State Farm Insurance Rancho Santa Margarita, CA Feb 2019 - Jun 2019 < 1
State Farm Vp Management Corp. Rancho Santa Margarita, CA Feb 2019 - Jun 2019 < 1
Shawna Krivoy Insurance Agency Timonium, MD Aug 2014 - Jan 2019 4
State Farm Vp Management Corp. Timonium, MD Aug 2014 - Jan 2019 4
State Farm Insurance Lutherville, MD Nov 2013 - Jul 2014 < 1
State Farm Vp Management Corp. Lutherville, MD Nov 2013 - Jul 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2019
Contact Info for Shawna N. Krivoy
Phone Number: 800-447-0740
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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