Steven Morrow, financial advisor Trappe PA

Steven Morrow

CRD Number: 6356914
Current Firm: State Farm Investment Management Corp.

Steven Morrow (CRD# 6356914) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Trappe, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Collegeville, PA Aug 2019 - Current 2
State Farm Vp Management Corp Collegeville, PA Dec 2018 - Current 3
Steve Morrow Insurance Agency Collegeville, PA Nov 2018 - Current 3
State Farm Insurance Schwenksville, PA Jun 2018 - Nov 2018 < 1
Mike Yates Insurance Agency King Of Prussia, PA Jan 2015 - Jun 2018 3
State Farm Vp Management Corp King Of Prussia, PA Apr 2016 - Jan 2017 < 1
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Jan 2015 < 1
Mcadam LLC Philadelphia, PA Oct 2014 - Jan 2015 < 1
Ing Financial Partners, Inc. Philadelphia, PA Aug 2014 - Oct 2014 < 1
Mcadam Financial Group Philadelphia, PA Aug 2014 - Oct 2014 < 1
Unemployed Schwenksville, PA May 2014 - Aug 2014 < 1
The Pennsylvania State University State College, PA May 2010 - May 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
S63 Uniform Securities State Law Examination Mar 2019
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Steven J. Morrow
Phone Number: 800-447-0740
Registered State(s):
  • NM
  • PA
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
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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