Craig Rothstein (CRD# 5850850) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mountville, PA and has over 13 years of experience in the finance industry.
CRD# 5523215
Equitable Advisors, LLC
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Rbc Capital Markets, LLC
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Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Mountville, PA | Aug 2022 - Current | 1 |
| State Farm Investment Management Corp | Elizabethtown, PA | Aug 2022 - Current | 1 |
| Craig Rothstein Insurance Agency | Mountville, PA | Oct 2021 - Current | 2 |
| State Farm Vp Management Corp | Mountville, PA | Oct 2021 - Current | 2 |
| State Farm Vp Management Corp | Elizabethtown, PA | May 2011 - Current | 13 |
| Craig Rothstein Insurance Agency | Elizabethtown, PA | May 2011 - Current | 13 |
| State Farm Investment Management Corp. | Elizabethtown, PA | Dec 2018 - Jun 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
- PA
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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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