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Financial ADVSR advisor directory · SEC adviser records

First Citizens Asset Management, Inc. financial advisors in Raleigh, NC

Every SEC-registered investment adviser representative at a First Citizens Asset Management, Inc. office in Raleigh, A to Z.

The short answer

22 registered advisors work at First Citizens Asset Management, Inc. in Raleigh, out of 62 at the firm nationwide; it ranks number 16 in the city by advisors. 4 list the CFP designation and 19 are also registered broker representatives.

First Citizens Asset Management, Inc. advisors in Raleigh, A to Z

Every First Citizens Asset Management, Inc. advisor →

First Citizens Asset Management, Inc. advisors in every city and state →First Citizens Asset Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

First Citizens Asset Management, Inc. advisors in other cities

Charlotte, 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 1

Other firms in Raleigh

All Raleigh advisors →

Wells Fargo Clearing Services, LLC 123Captrust 120Merrill Lynch, Pierce, Fenner & Smith Incorporated 92First Citizens Investor Services, Inc. 91Strategic Advisers LLC 86Morgan Stanley 85Edward Jones 71LPL Financial LLC 65Capital Investment Advisory Services, LLC 62Credit Union Investment Services 52Osaic Wealth, Inc. 51Ameriprise Financial Services, LLC 50

Questions

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

22 investment adviser representatives are registered at First Citizens Asset Management, Inc. offices in Raleigh, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 62 nationwide. 4 list the CFP designation and 19 are also registered as broker representatives.

Is First Citizens Asset Management, Inc. one of the largest advisor employers in Raleigh?

First Citizens Asset Management, Inc. ranks number 16 in Raleigh by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 123.

How do I check a First Citizens Asset Management, Inc. advisor in Raleigh?

Each advisor below 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. Advisors are listed at the city of the First Citizens Asset Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.