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Stephanie Raieta

State Farm Investment Management CORP.
8 Years of Experience
Glenside, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Stephanie Raieta is a registered investment advisor at State Farm Investment Management CORP., based in Glenside, PA, with 8 years of industry experience. Stephanie 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

3000 Mount Carmel Ave, Glenside, PA, 19038

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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
May 2020
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Stephanie owns Stephanie Raieta's Insurance Agency, an insurance business affiliated with State Farm. She services customers and supervises employees, dedicating about half of her time to this activity.

Employment History
Current Registrations
State Farm Investment Management CORP.
April 2025 - Present · 1 yr 6 mos
State Farm Vp Management CORP.
March 2022 - Present · 4 yrs 7 mos
State Farm Vp Management CORP.Broker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
State Farm Vp Management CORP.Broker
February 2019 - June 2020 · 1 yr 4 mos
State Farm Vp Management CORP.Broker
August 2015 - August 2017 · 2 yrs
State Farm Vp Management CORP.Broker
April 2015 - June 2015 · 2 mos
State Registrations4 states
DENJOHPA
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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