CS
ChFC
CS
ChFC

Cristina Stabley

23 Years of Experience
Shrewsbury, PA
BrokerSells Insurance

Cristina Stabley is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Shrewsbury, PA, with 23 years of industry experience. Cristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

73 E Forrest Ave, Ste 310, Shrewsbury, PA, 17361-1400

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Cristina owns and works as an agent at Cristina Stabley's Insurance Agency, representing State Farm and its affiliates, dedicating about half of her time to this. She also works as a distributor/sales representative for Seint Beauty, a cosmetics company, spending a few hours per week on this activity.

Employment History
Current Registrations
State Farm Investment Management CORP.
May 2019 - Present · 7 yrs
State Farm Vp Management CORP.Broker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
State Farm Vp Management CORP.Broker
September 2012 - December 2016 · 4 yrs 3 mos
LPL Financial LLCBroker
May 2008 - June 2012 · 4 yrs 1 mo
Ifmg Securities, INC.Broker
February 2005 - May 2008 · 3 yrs 3 mos
Essex National Securities, INC.Broker
February 2002 - February 2005 · 3 yrs
First Capital Brokerage Services, INC.Broker
March 2000 - April 2001 · 1 yr 1 mo
State Registrations2 states
MDPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.