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William James Walsh

FIRST CITIZENS ASSET MANAGEMENT, INC·RALEIGH, North Carolina
Unclaimed Profile
4300 SIX FORKS RD., RALEIGH, NC 27609CRD# 4883580Firm CRD# 140777
01

About

William James Walsh is a registered financial advisor based in RALEIGH, North Carolina, affiliated with FIRST CITIZENS ASSET MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIRST CITIZENS ASSET MANAGEMENT, INC
FIRST CITIZENS ASSET MANAGEMENT, INC
AUM
$523M
Regulatory assets under management
Employees
52
Total firm employees
View all advisors at FIRST CITIZENS ASSET MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4883580
Firm CRD# 140777
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William James Walsh offer?
William James Walsh specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in RALEIGH, North Carolina for a consultation.
What are William James Walsh's credentials?
William James Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William James Walsh located?
William James Walsh 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 William James Walsh charge for services?
William James Walsh'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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Nearby cities in North Carolina
CHARLOTTE (678)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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