Domtilla Neri (CRD# 7815862) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jordan, NY and has 1 year of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance | Jordan, NY | Oct 2023 - Current | < 1 |
| State Farm Vp Management Corp. | Jordan, NY | Oct 2023 - Current | < 1 |
| State Farm Investment Management Corp | Jordan, NY | Oct 2023 - Current | < 1 |
| John Neri Insurance Agency | Auburn, NY | Apr 2021 - Oct 2023 | 2 |
| Lori Mullen Insurance & Financial Services | Fayetteville, NY | Mar 2019 - Apr 2021 | 2 |
| Vw-audi Usa | Syracuse, NY | Dec 2016 - Feb 2019 | 2 |
| Pbs - Central & Eastern Ny | Syracuse, NY | Apr 2015 - Nov 2016 | 1 |
| N/a - Student | N/a, NY | Jan 2012 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2023 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- NY
-
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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