Cynthia Jones Williams

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

• 01/2016 → Present
  First Citizens Investor Services, Inc.
  Raleigh, NC
• 12/2015 → Present
  First Citizens Asset Management
  Columbia, SC

Previous Registrations

• 2015-12-28 → 2017-12-31
  First Citizens Asset Management, Inc
  Raleigh, NC

Other Businesses

1) First Citizens Asset Management, 1230 Main Street, Columbia, SC 29201. Registered Sales Assistant with the RIA, began 12/21/2015. Investment Related, 10 hours/month during trading hours, hourly compensation. 2) Mary Kay; 222 Southberry Ln, Lexington SC, 29072; Cosmetic Product Lines; Sales Representative; Began 01/01/2015; purchasing cosmetic products at a discount; No compensation is received; Non-Investment Related; Business is not a client of the Firm.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-21