Unclaimed Profile

Paul Andrew Lehman

FIRST CITIZENS ASSET MANAGEMENT, INC·COLUMBIA, South Carolina

SIE, Series 4, Series 7, Series 24, Series 53, Series 63, Series 65CFAClean record22 years registeredFIRST CITIZENS ASSET MANAGEMENT, INC

1230 MAIN STREET, COLUMBIA, SC 29201CRD# 2444502Firm CRD# 140777

Profile Verification

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

Identity

Paul Andrew Lehman · COLUMBIA, SC

Registration

CRD #2444502 · FIRST CITIZENS ASSET MANAGEMENT, INC · 22 years registered

Brand Profile

Not yet started

Career History

DIMENSIONAL FUND ADVISORS LP

Mar 2026 – present

SEI INVESTMENTS MANAGEMENT CORP

Jan 2026 – Mar 2026

Austin, TX

DIMENSIONAL FUND ADVISORS LP

Jul 2013 – Jan 2026

AUSTIN, TX

FIRST CITIZENS ASSET MANAGEMENT, INC

Aug 2006 – Feb 2014

COLUMBIA, SC

FIRST CITIZENS INVESTOR SERVICES, INC.

Apr 2005 – Dec 2006

COLUMBIA, SC

RAYMOND JAMES FINANCIAL SERVICES

Aug 2004 – Apr 2005

BELPRE, OH

WACHOVIA SECURITIES, LLC

Dec 2003 – Aug 2004

COLUMBIA, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · December 8, 2003

Years registered · 22

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 Paul Andrew Lehman offer?

Paul Andrew Lehman specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in COLUMBIA, South Carolina for a consultation.

What are Paul Andrew Lehman's credentials?

Paul Andrew Lehman holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Andrew Lehman located?

Paul Andrew Lehman is based in COLUMBIA, South Carolina, working with FIRST CITIZENS ASSET MANAGEMENT, INC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Paul Andrew Lehman charge for services?

Paul Andrew Lehman'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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