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).
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Total Assets Under Management274MILLION
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Total Number of Accounts1,273ACCOUNTS
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Average Account Value$214,969
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CT, GA, MA, NC, SC, TN, TX, VA
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.
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.
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.
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.
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.
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.
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.
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.