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Advisors / New York / Garden City
2yrs

Liam Masterson

Financial advisor at State Farm Investment Management

Liam Masterson has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Garden City, New York. Liam joined State Farm Investment Management in 2026, a firm offering investment management. The firm is paid through a percentage of assets.

One of 802 advisors with offices in Garden City, and one of 678 fiduciaries.

Garden City, NY 11530Fiduciary advisor

At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
Office725 Franklin Ave, Garden City, NY 11530
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. Aug 2026 – now

Questions to ask Liam

Tailored to Liam’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Liam

How do I contact Liam?

Call State Farm Investment Management at 800-447-0740 and ask for Liam Masterson. Liam works from the Garden City, NY office.

How long has Liam been a financial advisor?

Liam has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does Liam hold?

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

Is Liam a fiduciary?

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

How is Liam paid?

State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Liam 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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