Domtilla Neri (CRD# 7815862) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Auburn, NY and has 1 year of experience in the finance industry.
CRD# 1684512
Rbc Capital Markets, LLC
CRD# 4775999
Lpl Financial LLC
CRD# 6846958
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Domy Neri's Insurance Agency | Auburn, NY | May 2024 - Current | < 1 |
| State Farm Investment Management Corp | Auburn, NY | May 2024 - Current | < 1 |
| State Farm Vp Management Corp | Auburn, NY | May 2024 - Current | < 1 |
| State Farm Insurance | Jordan, NY | Oct 2023 - May 2024 | < 1 |
| State Farm Vp Management Corp. | Jordan, NY | Oct 2023 - May 2024 | < 1 |
| State Farm Investment Management Corp | Jordan, NY | Oct 2023 - May 2024 | < 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
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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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