Paul Roman (CRD# 7606072) is an Investment Advisor Representative working at State Farm Investment Management Corp. in East Meadow, NY and has 1 year of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | East Meadow, NY | Nov 2023 - Current | < 1 |
| State Farm Vp Management Corp | East Meadow, NY | Nov 2023 - Current | < 1 |
| State Farm Insurance | East Meadow, NY | Nov 2023 - Current | < 1 |
| Joe Bonura Insurance Agency | Queens, NY | Jul 2022 - Nov 2023 | 1 |
| State Farm Vp Management Corp | Queens, NY | Jul 2022 - Nov 2023 | 1 |
| Pete Mathison Insurance Agency | New Hyde Park, NY | Sep 2016 - Nov 2023 | 7 |
| Rui | Melville, NY | Aug 2014 - Sep 2016 | 2 |
| Nassau Community College | Garden City, NY | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2023 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- NY
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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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