Unclaimed Profile

Brian Patrick Storey

FIRST CITIZENS ASSET MANAGEMENT, INC·RALEIGH, North Carolina

Clean record8 years registeredFIRST CITIZENS ASSET MANAGEMENT, INC

4300 SIX FORKS RD., RALEIGH, NC 27609CRD# 6847259Firm CRD# 140777

Profile Verification

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

Identity

Brian Patrick Storey · RALEIGH, NC

Registration

CRD #6847259 · FIRST CITIZENS ASSET MANAGEMENT, INC · 8 years registered

Brand Profile

Not yet started

Career History

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2023 – present

ORION PORTFOLIO SOLUTIONS, LLC

Apr 2022 – Jan 2023

OMAHA, NE

FIRST CITIZENS ASSET MANAGEMENT, INC

Aug 2017 – Nov 2021

Raleigh, NC

Registrations & Exams

Registration record

First registered · August 18, 2017

Years registered · 8

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 Brian Patrick Storey offer?

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

What are Brian Patrick Storey's credentials?

Brian Patrick Storey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Patrick Storey located?

Brian Patrick Storey 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 Brian Patrick Storey charge for services?

Brian Patrick Storey'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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