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Financial ADVSR advisor directory · SEC adviser records

First Citizens Asset Management, Inc. financial advisors

Every SEC-registered investment adviser representative at First Citizens Asset Management, Inc., by the state and city of the office they work from.

62 registered advisors work at First Citizens Asset Management, Inc., in 7 states and 20 cities; the most are in Raleigh, NC (22). 8 list the CFP designation and 58 are also registered broker representatives.

Search every First Citizens Asset Management, Inc. advisor by name →Who joined and left First Citizens Asset Management, Inc. →First Citizens Asset Management, Inc.: assets, clients and custodians →

Cities with the most First Citizens Asset Management, Inc. advisors

Raleigh, NC 22Charlotte, NC 9Columbia, SC 9Summerville, SC 3Atlanta, GA 2Greenville, SC 2Richmond, VA 2Aiken, SC 1Anderson, SC 1Andrews, SC 1Carnesville, GA 1Cayce, SC 1Charleston, SC 1Fayetteville, AR 1Greenville, NC 1Maumelle, AR 1Myrtle Beach, SC 1Oakton, VA 1Pataskala, OH 1Thomaston, CT 1

First Citizens Asset Management, Inc. advisors by state

First Citizens Asset Management, Inc. in North Carolina 32

Raleigh 22Charlotte 9Greenville 1

First Citizens Asset Management, Inc. in South Carolina 20

Columbia 9Summerville 3Greenville 2Aiken 1Anderson 1Andrews 1Cayce 1Charleston 1Myrtle Beach 1

First Citizens Asset Management, Inc. in Georgia 3

Atlanta 2Carnesville 1

First Citizens Asset Management, Inc. in Virginia 3

Richmond 2Oakton 1

First Citizens Asset Management, Inc. in Arkansas 2

Fayetteville 1Maumelle 1

First Citizens Asset Management, Inc. in Connecticut 1

Thomaston 1

First Citizens Asset Management, Inc. in Ohio 1

Pataskala 1

Questions

How many financial advisors does First Citizens Asset Management, Inc. have?

62 investment adviser representatives are registered with First Citizens Asset Management, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 7 states and 20 cities. 8 list the CFP designation and 58 are also registered as broker representatives.

Where does First Citizens Asset Management, Inc. have the most advisors?

Raleigh, NC, with 22 registered advisors, then Charlotte, NC (9). By state, North Carolina has the most, with 32.

How do I find a First Citizens Asset Management, Inc. financial advisor near me?

Pick your state below, then your city, to see every First Citizens Asset Management, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at First Citizens Asset Management, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →