First Citizens Asset Management, Inc

Firm record

As recorded in SEC IAPD

Firm CRD

140777

SEC number

801-79917

Firm type

RIA

Assets under management

$465.1M as of May 27, 2026

Website

www.firstcitizens.com/WEALTH ↗

Phone

800-229-0205

Address

8540 Colonnade Center Drive, Raleigh, NC, 27615

Advisors at this firm

41 in our index · page 1 of 1

• Syeda Zahra Fatima AhmedCRD 7228415 · Raleigh, NC
  IA Registered
• Alexander James AndrewsCRD 6689453 · Toccoa, GA
  IA RegisteredBroker
• Christopher H BettisCRD 4225027 · Raleigh, NC
  IA RegisteredBroker
• William Sherwood BlackwoodCRD 5448045 · Raleigh, NC
  IA RegisteredBroker
• Hayden Godshall BrownCRD 7780716 · Raleigh, NC
  IA RegisteredBroker
• Jason Thomas BurkettCRD 6721651 · Columbia, SC
  IA RegisteredBroker
• Kristine Cory CarothersCRD 6923272 · Raleigh, NC
  IA RegisteredBroker
• Carlos CatoCRD 5353767 · Aiken, SC
  IA RegisteredBroker
• Grant O'brine CatoeCRD 4084102 · Columbia, SC
  IA RegisteredBroker
• Jeffrey Neil ChapmanCRD 3233206 · Charlotte, NC
  IA Registered
• Zachary CallahanCRD 7213962 · Columbia, SC
  IA RegisteredBroker
• Spencer K DeanCRD 5369457 · Atlanta, GA
  IA RegisteredBroker
• Kenneth Gordon DuncanCRD 2100838 · Raleigh, NC
  IA RegisteredBroker
• Charles Reed DickinsonCRD 7613897 · Raleigh, NC
  IA RegisteredBroker
• Ciji Nichole FisherCRD 5208959 · Charlotte, NC
  IA RegisteredBroker
• Katherine Anne GagnerCRD 7166285 · Raleigh, NC
  IA RegisteredBroker
• Jonathan Randall HussCRD 6179560 · Raleigh, NC
  IA Registered
• Jackson Cobb HaywardCRD 7796975 · Charleston, SC
  IA RegisteredBroker
• Benjamin Campbell IngramCRD 4919595 · Raleigh, NC
  IA RegisteredBroker
• Charles Andrew JohnsonCRD 6313406 · Raleigh, NC
  IA RegisteredBroker
• Emily Morgan JonesCRD 6816246 · Charlotte, NC
  IA RegisteredBroker
• Landon Trent LeaCRD 4764880 · Fayetteville, AR
  IA RegisteredBroker
• Craig James LetendreCRD 6456627 · Raleigh, NC
  IA RegisteredBroker
• Stuart Bradley LipsteuerCRD 2452833 · Richmond, VA
  IA RegisteredBroker
• David Warren LobeckCRD 1919180 · Summerville, SC
  IA RegisteredBroker
• Michael Curtis LodsinCRD 5826725 · Thomaston, CT
  IA RegisteredBroker
• Justin MarcinkiewiczCRD 6981414 · Raleigh, NC
  IA Registered
• Charles Falconer MccallumCRD 2697260 · Raleigh, NC
  IA RegisteredBroker
• Eraine Johnson ParkerCRD 2337261 · Raleigh, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Katherine Tracy PepperCRD 5706582 · Charlotte, NC
  IA RegisteredBroker
• Laurice Furnifold RhemCRD 4056677 · Raleigh, NC
  IA RegisteredBroker
• Kurt Hayes SimsCRD 5176828 · Maumelle, AR
  IA RegisteredBroker
• Daniel Gregory SmithCRD 5406316 · Columbia, SC
  IA RegisteredBroker
• Ashby SimmonsCRD 7263509 · Columbia, SC
  IA RegisteredBroker
• Jason Henry VieiraCRD 5062229 · Charlotte, NC
  IA RegisteredBroker
• Kathryn Dianne VauseCRD 6852827 · Andrews, SC
  IA RegisteredBroker
• Cynthia Neal WhiteCRD 5026841 · Raleigh, NC
  IA RegisteredBroker
• Kendrick Martin WhitehurstCRD 4564201 · Greenville, NC
  IA RegisteredBroker
• James N WhittCRD 5992417 · Summerville, SC
  IA RegisteredBroker
• Cynthia Jones WilliamsCRD 6232232 · Columbia, SC
  IA RegisteredBroker
• Michael Christopher WilsonCRD 4301352 · Raleigh, NC
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.