Daniel Gregory Smith

Current Employers

Employment History

• 10/2012 → Present
  First Citizens Bank
  Columbia, SC
• 01/2016 → Present
  First Citizens Investor Services, Inc.
  Columbia, SC
• 05/2026 → 07/2026
  Fcam
  Columbia, SC
• 07/2026 → Present
  First Citizens Asset Management
  Raleigh, NC

Previous Registrations

• 2026-05-12 → 2026-07-02
  First Citizens Asset Management, Inc
  Columbia, SC
• 2012-12-10 → 2016-04-15
  First Citizens Asset Management, Inc
  Raleigh, NC
• 2007-10-17 → 2012-09-19
  Bb&T Investment Services, Inc.
  Irmo, SC
  Columbia, SC
  Columbia, SC
  Charlotte, NC

Other Businesses

1) Francis Marion University 4822 E. Palmetto Street Florence South Carolina, 29506 United States; Alumni Advisory Board Member Start date: 7/1/2019; not investment related; hours per month: 1, trading hours per month: 1; I serve as part of an advisory board that advises the university on the engagement of alumni. 2) COCKY'S CORNER LLC POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2025 ADDRESS: 307 Osprey Lake Drive, Chapin SC 29036, United States DESCRIPTION: Rental home in Columbia SC 3) FIRST CITIZENS ASSET MANAGEMENT POSITION: Employee NATURE: FCAM is an affiliated IA Firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2025 ADDRESS: 8540 Colonnade Center Drive, Raleigh SC 27615, United States DESCRIPTION: FCAM is an affiliated IA Firm.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-13

Designations

Other Names

• Daniel Gregory Smith