Sterling Massey, financial advisor Lowell MI

Sterling Massey

CRD Number: 1978944
Current Firm: State Farm Investment Management Corp.

Sterling Massey (CRD# 1978944) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lowell, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Lowell, MI Sep 2022 - Current 1
State Farm Vp Management Corp Lowell, MI Sep 2022 - Current 1
State Farm Insurance Lowell, MI Sep 2022 - Current 1
Sterling Massey Insurance Agency Wyoming, MI Feb 2021 - Sep 2022 1
State Farm Vp Management Corp Wyoming, MI Feb 2021 - Sep 2022 1
State Farm Investment Management Corp Wyoming, MI Feb 2021 - Sep 2022 1
State Farm Investment Management Corp Kentwood, MI Aug 2018 - Feb 2021 2
State Farm Vp Management Corp Kentwood, MI Aug 2009 - Feb 2021 11
Sterling Massey Insurance Agency Kentwood, MI Aug 2009 - Feb 2021 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Sterling D. Massey
Phone Number: 800-447-0740
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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