Leonard Lopresti (CRD# 2121640) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Freehold, NJ and has over 32 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Freehold, NJ | May 2023 - Current | 1 |
| State Farm Vp Management Corp | Freehold, NJ | Feb 2021 - Current | 3 |
| Lenny Lopresti Insurance Agency | Holmdel, NJ | Nov 2020 - Current | 3 |
| State Farm Insurance | Bloomington, IL | Jun 2020 - Oct 2020 | < 1 |
| Local 817- Theatrical Teamsters | Great Neck, NY | Jun 2019 - Apr 2020 | < 1 |
| Janney Montgomery Scott LLC | New York, NY | Feb 2018 - Jun 2019 | 1 |
| R.w. Pressprich & Company | New York, NY | Sep 2015 - Feb 2018 | 2 |
| Whitaker Securities LLC | New York, NY | Oct 2011 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
- NJ
- NY
- PA
-
Total Assets Under Management10,165MILLIONS
-
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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