Unclaimed Profile

Sharon Walters Bryant

FIRST CITIZENS ASSET MANAGEMENT, INC·COLUMBIA, South Carolina

FIRST CITIZENS ASSET MANAGEMENT, INC

1230 MAIN STREET, COLUMBIA, SC 29201CRD# 2251221Firm CRD# 140777

Profile Verification

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

Identity

Sharon Walters Bryant · COLUMBIA, SC

Registration

CRD #2251221 · FIRST CITIZENS ASSET MANAGEMENT, INC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Sharon Walters Bryant is a registered financial advisor based in COLUMBIA, South Carolina, affiliated with FIRST CITIZENS ASSET MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FIRST CITIZENS ASSET MANAGEMENT, INC

AUM

$523M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIRST CITIZENS ASSET MANAGEMENT, INC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2251221

Firm CRD# 140777

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sharon Walters Bryant offer?

Sharon Walters Bryant specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in COLUMBIA, South Carolina for a consultation.

What are Sharon Walters Bryant's credentials?

Sharon Walters Bryant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sharon Walters Bryant located?

Sharon Walters Bryant 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 Sharon Walters Bryant charge for services?

Sharon Walters Bryant'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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