FIRST CITIZENS ASSET MANAGEMENT, INC

RALEIGH, North Carolina·19 registered advisors·CRD# 140777
SEC# 801-7991725800-229-0205
01

Firm Overview

AUM
$523M
Regulatory assets under management
Employees
52
Total firm employees
Advisors
19
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at FIRST CITIZENS ASSET MANAGEMENT, INC

19 registered advisors
Ajay Manan Kattel
RALEIGH, North Carolina
Brent Ciliano
RALEIGH, North Carolina
Brian Patrick Storey
RALEIGH, North Carolina
Cory Michael Mccallum
RALEIGH, North Carolina
Edward Lee Willingham
RALEIGH, North Carolina
Ian Andrew Biggs
RALEIGH, North Carolina
John Gerard Suger
COLUMBIA, South Carolina
Lorie King Rupp
RALEIGH, North Carolina
Michael Christopher Wilson
RALEIGH, North Carolina
Michael Lee Longest
RALEIGH, North Carolina
Patrick Francis Nolan
RALEIGH, North Carolina
Paula Kay Heffron
RALEIGH, North Carolina
Paul Andrew Lehman
COLUMBIA, South Carolina
Robert Edward Spires
RALEIGH, North Carolina
Sharon Walters Bryant
COLUMBIA, South Carolina
Steven Fred Bogaczyk
RALEIGH, North Carolina
Thaddeus William Yasunaga
RALEIGH, North Carolina
Thomas Bittenbender Harps
RALEIGH, North Carolina
William James Walsh
RALEIGH, North Carolina
05

Office Locations

RALEIGH, North Carolina
16 advisors
COLUMBIA, South Carolina
3 advisors

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Data sourced from SEC Form ADV filings. FIRST CITIZENS ASSET MANAGEMENT, INC (CRD# 140777) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.