Michael Curtis Lodsin

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

• 06/2006 → 10/2017
  The Hartford
  Simsbury, CT
• 07/2010 → 10/2017
  Hartford Funds Distributors, Llc
  Simsbury, CT
• 12/2017 → 10/2023
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
• 12/2017 → 10/2023
  Tiaa
  New York, NY
• 11/2023 → Present
  First Citizens Bank
  Raleigh, NC
• 11/2023 → Present
  First Citizens Investor Services
  Raleigh, NC
• 11/2023 → Present
  Svb Wealth Llc
  Boston, MA
• 07/2025 → Present
  First Citizens Asset Management, Inc ("Fcam")
  Raleigh, NC

Other Businesses

1) RENTAL PROPERTIES POSITION: Owner NATURE: Acting as landlord and property owner. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: Home Address, Thomaston CT 06787, United States DESCRIPTION: Own a two-family rental property in addition to my primary residence. 2) SVB Wealth LLC is a wholly owned subsidiary of First Citizens Bank & Trust and an affiliate of First Citizens Investor Services; Compliance Officer; November, 2023; 40 hours monthly/40 during; administer its compliance policies and procedures. 3) FIRST CITIZENS ASSET MANAGEMENT, INC ("FCAM") POSITION: Employee NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2025 ADDRESS: 8540 Colonnade Center Drive, Raleigh NC 27615, United States DESCRIPTION: First Citizens Asset Management is a wholly owned subsidiary of First Citizens Bank & Trust and an affiliate of First Citizens InvestorServices and SVB Wealth LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-30

Other Names

• Mike Lodsin
• Michael C Lodsin
• Michael Curtis Lodsin