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Est. 2026The front page of wealth managementNew York

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Adviser and broker representative · State Farm Investment Management Corp.

Lelly Woo-Grimes

CRD 5186440 · Huntington Beach, CA

At a glance

Lelly Woo-Grimes is an investment adviser representative with State Farm Investment Management Corp. in Huntington Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. Lelly is also registered as a broker representative.

Current advisory firm

SEC adviser record

Registered since
2025
Designations
None on file
Exams
Series 63, Series 65
Registered in
8 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Lelly’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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