Unclaimed Profile

Patrick Francis Nolan

FIRST CITIZENS ASSET MANAGEMENT, INC·RALEIGH, North Carolina

SIE, Series 7, Series 24, Series 63, Series 66Clean record23 years registeredFIRST CITIZENS ASSET MANAGEMENT, INC

4300 SIX FORKS RD., RALEIGH, NC 27609CRD# 2829580Firm CRD# 140777

Profile Verification

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

Identity

Patrick Francis Nolan · RALEIGH, NC

Registration

CRD #2829580 · FIRST CITIZENS ASSET MANAGEMENT, INC · 23 years registered

Brand Profile

Not yet started

Career History

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2025 – present

FIRST CITIZENS ASSET MANAGEMENT, INC

May 2021 – Jun 2024

Raleigh, NC

FIRST CITIZENS INVESTOR SERVICES, INC.

May 2021 – Jun 2024

Raleigh, NC

BLACKROCK INVESTMENT MANAGEMENT, LLC

Sep 2006 – Apr 2021

PRINCETON, NJ

MERRILL LYNCH INVESTMENT MANAGERS LP

Mar 2003 – Sep 2006

PLAINSBORO, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · March 11, 2003

Years registered · 23

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 Patrick Francis Nolan offer?

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

What are Patrick Francis Nolan's credentials?

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

Where is Patrick Francis Nolan located?

Patrick Francis Nolan 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 Patrick Francis Nolan charge for services?

Patrick Francis Nolan'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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