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FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC
FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC
CIT ASSET MANAGEMENT LLC
NEW YORK, New York
·
6 registered advisors
·
CRD# 285836
SEC# 801-110171
1
212-461-5761
01
Firm Overview
AUM
$911M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC
6 registered advisors
Andrew Nmn Katsanos
NEW YORK, New York
CRD# 2271195
Craig Gerard Transue
NEW YORK, New York
CRD# 4540851
Neal Thomas Legan
NEW YORK, New York
CRD# 6830991
Neil Jonathan Wessan
NEW YORK, New York
CRD# 1951728
Paul Scott Tufaro
NEW YORK, New York
CRD# 4492327
Philip Curtice Robbins
NEW YORK, New York
CRD# 2272443
05
Office Locations
NEW YORK, New York
6 advisors
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Data sourced from SEC Form ADV filings. FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC (CRD# 285836) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.