James Grossi (CRD# 5249290) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Southampton, NY and has over 17 years of experience in the finance industry.
CRD# 5005616
Wynkoop LLC
CRD# 2238818
Wilmington Capital Securities, LLC
CRD# 2886346
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Southampton, NY | Feb 2023 - Current | 1 |
| State Farm Vp Management Corp | Southampton, NY | Dec 2018 - Current | 5 |
| James Grossi Insurance Agency | Southampton, NY | Jul 2018 - Current | 5 |
| State Farm | Bloomington, IL | Feb 2018 - Jun 2018 | < 1 |
| Pfs Investments Inc. | Lindenhurst, NY | Nov 2006 - Jan 2018 | 11 |
| Primerica Financial Services | Lindenhurst, NY | Sep 2006 - Jan 2018 | 11 |
| Creative Financial Staffing | New York, NY | Nov 2017 - Dec 2017 | < 1 |
| The Ross School | East Hampton, NY | Nov 2014 - Jun 2017 | 2 |
| Fire Research Company | Nesconset, NY | Apr 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2007 |
| S65 | NASAA Investment Advisors Law Examination | Feb 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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