Juleigha Schmidt (CRD# 7723837) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ridge, NY and has 1 year of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance | Ridge, NY | Mar 2024 - Current | < 1 |
| State Farm Vp Management Corp | Ridge, NY | Mar 2024 - Current | < 1 |
| State Farm Investment Management Corp | Ridge, NY | Mar 2024 - Current | < 1 |
| State Farm Vp Management Corp | Locust Valley, NY | Apr 2023 - Mar 2024 | < 1 |
| Heather Schaefer Insurance Agency | Huntington, NY | Mar 2020 - Mar 2024 | 4 |
| Marisa Schaefer Insurance Agency | Locust Valley, NY | Sep 2018 - Mar 2024 | 5 |
| King Kullen | Wading River, NY | Jul 2012 - Jan 2020 | 7 |
| Hertz | Patchogue, NY | Sep 2017 - Aug 2018 | < 1 |
| Town Of Brookhaven | Farmingville, NY | May 2015 - Sep 2017 | 2 |
| Suny Brockport | Brockport, NY | Aug 2013 - May 2017 | 3 |
| Suny Brockport | Brockport, NY | Feb 2013 - May 2017 | 4 |
| Peking University | Beijing, | Jan 2015 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2023 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- 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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