First Citizens Asset Management, Inc.

First Citizens Asset Management, Inc. (CRD# 140777) is a financial advisory firm headquartered in Raleigh, NC. They manage $273,656,161 in 1,273 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    1,273
    ACCOUNTS
  • Average Account Value
    $214,969
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CT, GA, MA, NC, SC, TN, TX, VA

Financial Advisors at First Citizens Asset Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
David P. Barton
CRD#: 6452361
1230 Main Street, Columbia, SC 29201

David Barton (CRD# 6452361) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Columbia, SC and has over 8 years of experience in the finance industry.

2
William S. Blackwood
CRD#: 5448045
8510 Colonnade Center Drive, Raleigh, NC 27615

William Blackwood (CRD# 5448045) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Raleigh, NC and has over 16 years of experience in the finance industry.

3
Spencer K. Dean
CRD#: 5369457
3300 Cumberland Blvd Se, Atlanta, GA 30339

Spencer Dean (CRD# 5369457) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Atlanta, GA and has over 16 years of experience in the finance industry.

4
Ciji N. Fisher
CRD#: 5208959
128 S. Tryon St., Charlotte, NC 28202

Ciji Fisher (CRD# 5208959) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Charlotte, NC and has over 14 years of experience in the finance industry.

5
Jonathan R. Huss
CRD#: 6179560
8510 Colonnade Center Drive, Raleigh, NC 27615

Jonathan Huss (CRD# 6179560) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Raleigh, NC and has over 7 years of experience in the finance industry.

6
Craig J. Letendre
CRD#: 6456627
8510 Colonnade Center Drive, Raleigh, NC 27615

Craig Letendre (CRD# 6456627) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Raleigh, NC and has over 8 years of experience in the finance industry.

7
Phillip E. Neuhart
CRD#: 4696592
8510 Colonnade Center Drive, Raleigh, NC 27615

Phillip Neuhart (CRD# 4696592) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Raleigh, NC and has over 16 years of experience in the finance industry.

8
Syeda Zahra F. Ahmed
CRD#: 7228415
8510 Colonnade Center Drive, Raleigh, NC 27615

Syeda Zahra Ahmed (CRD# 7228415) 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.

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