FIRST CITIZENS ASSET MANAGEMENT, INC

RALEIGH, North Carolina·12 registered advisors·CRD# 140777
SEC# 801-7991725800-229-0205
01

Firm Overview

AUM
$523M
Regulatory assets under management
Employees
52
Total firm employees
Advisors
12
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

12 registered advisors
Brent Ciliano
RALEIGH, North Carolina
CFA
Brian Patrick Storey
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
CFP
Paul Andrew Lehman
COLUMBIA, South Carolina
CFA
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
05

Office Locations

RALEIGH, North Carolina
10 advisors
COLUMBIA, South Carolina
2 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.