Brett Adam Blankenship

Employer firm

First Citizens Asset Management, Inc CRD 140777

$465M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• ADVISER TO MUNICIPALITIES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → 08/2018
  Blue Marlin Llc
  Columbia, SC
• 01/2016 → Present
  First Citizens Investor Services, Inc.
  Raleigh, NC
• 03/2013 → Present
  First Citizens Asset Management
  Columbia, SC

Previous Registrations

• 2013-03-20 → 2017-12-31
  First Citizens Asset Management, Inc
  Raleigh, NC
• 2012-01-13 → 2012-03-31
  Morgan Keegan & Company, Llc
  Columbia, TN
  Birmingham, AL
• 2011-05-12 → 2011-12-13
  Wells Fargo Clearing Services, Llc
  Columbia, SC
  Cayce, SC

Other Businesses

First Citizens Asset Management 1230 Main Street, Columbia, SC 29201. Registered Investment Advisor, position is Registered Sales Assistant, began 3/5/13. 20 hours/ month, all during trading hours. Investment Related, compensated by salary plus override.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-09
• S63 Uniform Securities Agent State Law Examination
  2011-04-25