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Syeda Zahra Fatima Ahmed

First Citizens Asset Management, Inc

Raleigh, NC

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Current Employers
First Citizens Asset Management, Inc

8540 Colonnade Center Drive, Raleigh, NC 27615 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-07-12
  • NC RA
    APPROVED
    Since 2023-07-12

Branch Locations

8540 Colonnade Center Drive, Raleigh, NC 27615 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Citizens Asset Management Raleigh NC 03/2022 Present
Credit Suisse Morisville NC 02/2020 03/2022
Fadel Partners Inc New York NY 06/2018 07/2019
Bard College Annandale On Hudson NY 09/2017 05/2018
University Of North Carolina, Chapel Hill Raleigh NC 07/2019 02/2020
Bard College Annandale On Hudson NY 08/2014 05/2018
First Citizens Bank Raleigh NC 03/2022 Present
  • 03/2022 → Present
    First Citizens Asset Management
    Raleigh, NC
  • 02/2020 → 03/2022
    Credit Suisse
    Morisville, NC
  • 06/2018 → 07/2019
    Fadel Partners Inc
    New York, NY
  • 09/2017 → 05/2018
    Bard College
    Annandale On Hudson, NY
  • 07/2019 → 02/2020
    University Of North Carolina, Chapel Hill
    Raleigh, NC
  • 08/2014 → 05/2018
    Bard College
    Annandale On Hudson, NY
  • 03/2022 → Present
    First Citizens Bank
    Raleigh, NC
Other Businesses

1) Rental Property, Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2021 ADDRESS: 832 Shackleton Road, Apex NC 27502, United States; I own the rental property that is managed by Treasured Property. I receive rental payment directly from Treasured Property. Treasured Property manages all the day to day activities and retains a portion of the rental income as payment for their services. 2) TREASURED PROPERTY POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2024 ADDRESS: 313 Hemley Trail, Wake Forest NC 27587, United States DESCRIPTION: Rental property that will be managed by Treasured Property. Treasured Property will manage all the day to day activities and retain a portion of the rental income as payment for their services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-12
  • S65 Uniform Investment Adviser Law Examination
    2023-07-12
Other Names
  • Syeda Zahra Ahmed

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