Unclaimed Profile

Brent Ciliano

FIRST CITIZENS ASSET MANAGEMENT, INC·RALEIGH, North Carolina

SIE, Series 7, Series 66CFAClean record24 years registeredFIRST CITIZENS ASSET MANAGEMENT, INC

4300 SIX FORKS RD., RALEIGH, NC 27609CRD# 3058895Firm CRD# 140777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brent Ciliano · RALEIGH, NC

Registration

CRD #3058895 · FIRST CITIZENS ASSET MANAGEMENT, INC · 24 years registered

Brand Profile

Not yet started

Career History

SVB WEALTH

Jan 2026 – present

FIRST CITIZENS ASSET MANAGEMENT, INC

Sep 2024 – present

FIRST CITIZENS INVESTOR SERVICES, INC.

Jun 2015 – present

CONGRESS CAPITAL PARTNERS, LLP

Mar 2014 – Jun 2015

BOSTON, MA

MERRILL LYNCH INVESTMENT MANAGERS LP

Apr 2002 – Dec 2005

PLAINSBORO, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 24, 2002

Years registered · 24

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST CITIZENS ASSET MANAGEMENT, INC

CRD 140777 · SEC 801-79917

AUM

$523M

Regulatory assets under management

Employees

1,799 client accounts

Services offered by FIRST CITIZENS ASSET MANAGEMENT, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRST CITIZENS ASSET MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Brent Ciliano offer?

Brent Ciliano specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in RALEIGH, North Carolina for a consultation.

What are Brent Ciliano's credentials?

Brent Ciliano holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brent Ciliano located?

Brent Ciliano is based in RALEIGH, North Carolina, working with FIRST CITIZENS ASSET MANAGEMENT, INC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Brent Ciliano charge for services?

Brent Ciliano's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST CITIZENS ASSET MANAGEMENT, INC?

FIRST CITIZENS ASSET MANAGEMENT, INC has approximately 52 employees and manages $523M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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