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Advisors / New York / New York
5yrs

Gregory Locascio

Financial advisor at State Farm Investment Management

Based in New York, New York, Gregory Locascio is a fiduciary financial advisor with 5 years of industry experience. Gregory has been with State Farm Investment Management since 2022. State Farm Investment Management offers investment management and is paid through a percentage of assets.

One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.

New York, NY 10014Fiduciary advisor
Call the officeDirections

At a glance

Experience5 years (since 2022)
How that compares ?5 years in the industry
Office180 Varick Street Suite 1030, New York, NY 10014
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state

Services through State Farm Investment Management

Investment management for individuals and small businessesManaging mutual funds

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2022 – now

Questions to ask Gregory

Tailored to Gregory’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Gregory

How do I contact Gregory?

Call Gregory’s local office at (646) 434-1605 or the State Farm Investment Management main office at (800) 447-0740, and ask for Gregory Locascio.

How long has Gregory been a financial advisor?

Gregory has been in the industry since 2022, about 5 years. 5 years in the industry.

What licenses does Gregory hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Gregory a fiduciary?

Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Gregory paid?

State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Gregory for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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