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Pablo Sanchez

State Farm Investment Management CORP.
20 Years of Experience
Downey, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Pablo Sanchez is a registered investment advisor at State Farm Investment Management CORP., based in Downey, CA, with 20 years of industry experience. Pablo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.

State Farm Investment Management CORP.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7097 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)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9411 Firestone Blvd, Ste 2, Downey, CA, 90241-5503

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2014
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Pablo owns Pablo Sanchez Insurance Agency, an insurance agency affiliated with State Farm, since 2015. He works as an agent, servicing customers and supervising employees, dedicating about half of his time to this activity.

Employment History
Current Registrations
State Farm Investment Management CORP.
March 2021 - Present · 5 yrs 7 mos
State Farm Vp Management CORP.
January 2015 - Present · 11 yrs 9 mos
State Farm Vp Management CORP.Broker
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2012 - February 2014 · 1 yr 6 mos
Citigroup Global Markets INC.
August 2012 - February 2014 · 1 yr 6 mos
Wells Fargo Advisors, LLC
January 2011 - March 2012 · 1 yr 2 mos
Wells Fargo Advisors, LLCBroker
January 2011 - March 2012 · 1 yr 2 mos
Wells Fargo Investments, LLC
April 2005 - January 2011 · 5 yrs 9 mos
Wells Fargo Investments, LLCBroker
March 2005 - January 2011 · 5 yrs 10 mos
State Registrations3 states
AZCAOR
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.
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