First Citizens Asset Management, Inc.

First Citizens Asset Management, Inc. (CRD# 140777) is a financial advisory firm headquartered in Raleigh, NC. They manage $166,512,250 in 975 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    975
    ACCOUNTS
  • Average Account Value
    $170,782
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, CA, CO, FL, GA, HI, IN, KY, MD, NC, OH, OR, PA, RI, SC, TX, VA

Financial Advisors at First Citizens Asset Management, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Stefan A. Fencl
CRD#: 3106603
128 S. Tryon St., Charlotte, NC 28202
96
Wealthminder
score

Stefan Fencl (CRD# 3106603) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Charlotte, NC and has over 19 years of experience in the finance industry.

2
Timothy J. Green
CRD#: 3147169
1230 Main Street, Columbia, SC 29201
96
Wealthminder
score

Timothy Green (CRD# 3147169) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Columbia, SC and has over 19 years of experience in the finance industry. Timothy Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William S. Blackwood
CRD#: 5448045
4300 Six Forks Road, Raleigh, NC 27609
93
Wealthminder
score

William Blackwood (CRD# 5448045) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Raleigh, NC and has over 10 years of experience in the finance industry.

4
Spencer K. Dean
CRD#: 5369457
3300 Cumberland Blvd Se, Atlanta, GA 30339
93
Wealthminder
score

Spencer Dean (CRD# 5369457) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Atlanta, GA and has over 10 years of experience in the finance industry.

5
Ciji N. Fisher
CRD#: 5208959
128 S. Tryon St., Charlotte, NC 28202
93
Wealthminder
score

Ciji Fisher (CRD# 5208959) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.

6
Phillip E. Neuhart
CRD#: 4696592
4300 Six Forks Rd, Raleigh, NC 27609
93
Wealthminder
score

Phillip Neuhart (CRD# 4696592) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Raleigh, NC and has over 11 years of experience in the finance industry.

7
Robert E. Spires
CRD#: 2311376
4300 Six Forks Rd., Raleigh, NC 27609
93
Wealthminder
score

Robert Spires (CRD# 2311376) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Raleigh, NC and has over 25 years of experience in the finance industry.

8
Natosha B. Drews
CRD#: 6297209
1230 Main Street, Columbia, SC 29201
90
Wealthminder
score

Natosha Drews (CRD# 6297209) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Columbia, SC and has over 4 years of experience in the finance industry.

9
Willie G. Gholston
CRD#: 5350297
4300 Six Forks Rd., Raleigh, NC 27609
90
Wealthminder
score

Willie Gholston (CRD# 5350297) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Raleigh, NC and has 1 year of experience in the finance industry.

10
Wyatt R. Priddle
CRD#: 5750425
1230 Main Street, Columbia, SC 29201
90
Wealthminder
score

Wyatt Priddle (CRD# 5750425) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Columbia, SC and has over 4 years of experience in the finance industry.

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