Jeffrey Spillane is a registered investment advisor, based in Fishkill, NY, with 2 years of industry experience.
Location
982 Main Street Suite 11, Fishkill, NY, 12524
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is the owner and agent of Jeffrey Spillane's Insurance Agency, an insurance business affiliated with State Farm. He dedicates about half of his time to servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Vp Management CORP.
January 2024 - Present · 2 yrs 4 mos
State Farm Vp Management CORP.Broker
January 2024 - Present · 2 yrs 4 mos
State Farm Investment Management CORP.
January 2024 - Present · 2 yrs 4 mos
State Registrations4 states
CTNJNYPA
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.