Claim Profile
Unclaimed Profile
TY

Thaddeus William Yasunaga

FIRST CITIZENS ASSET MANAGEMENT, INC·RALEIGH, North Carolina
Clean record10 years registeredFIRST CITIZENS ASSET MANAGEMENT, INC
8540 COLONNADE CENTER DRIVE, RALEIGH, NC 27615CRD# 6592640Firm CRD# 140777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thaddeus William Yasunaga · RALEIGH, NC
Registration
CRD #6592640 · FIRST CITIZENS ASSET MANAGEMENT, INC · 10 years registered
Brand Profile
Not yet started
01

Career History

Dec 2015Nov 2025
URBANA, IL
02

Registrations & Exams

Registration record
First registered · December 18, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
FIRST CITIZENS ASSET MANAGEMENT, INC
CRD 140777 · SEC 801-79917
AUM
$523M
Regulatory assets under management
Employees
52
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
Introduction

Speak with Thaddeus

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thaddeus is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RALEIGH?

Browse all registered financial advisors in RALEIGH, North Carolina or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Thaddeus William Yasunaga offer?
Thaddeus William Yasunaga specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in RALEIGH, North Carolina for a consultation.
What are Thaddeus William Yasunaga's credentials?
Thaddeus William Yasunaga is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thaddeus William Yasunaga located?
Thaddeus William Yasunaga 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 Thaddeus William Yasunaga charge for services?
Thaddeus William Yasunaga'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →