Steven Andrew Sanchez
Investment Adviser Representative at State FARM Investment Management Corp.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven Andrew Sanchez is an investment adviser representative with State FARM Investment Management Corp. in Livermore, CA, where they have been registered since 2024. They have worked in the securities industry since 2013 and have been registered with 7 firms, including Sorrento Pacific Financial, LLC and VOYA Financial Advisors, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Arizona, California, Hawaii, and Oregon.
Registrations & licenses
- Investment adviser:
- Arizona, California, Hawaii, Oregon
- Broker:
4 states and territories
Arizona, California, Hawaii, Oregon
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Valic Financial Advisors, IncJun 2014 – Nov 2016Modesto, CA
- VOYA Financial Advisors IncNov 2016 – Jul 2019Lathrop, CA
- UnemployedAug 2019 – Oct 2019Lathrop, CA
- CUSO Financial Services LPOct 2019 – Feb 2020San Diego, CA
- State FARM InsuranceMar 2020 – Jul 2020Bloomington, IL
- State FARM VP Management CorpOct 2020 – no end date reportedLivermore, CA
- Steven Sanchez Insurance AgencyAug 2020 – no end date reportedLivermore, CA
- State FARM Investment Management CorpFeb 2024 – no end date reportedLivermore, CA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About State FARM Investment Management Corp.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7,007
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bloomington, IL
- SEC file number:
- 801-8184
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 30, 2026
View full firm profileOther advisors at State FARM Investment Management Corp.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Andrew Sanchez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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