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CRD 7796975
First Citizens Asset Management, Inc CRD 140777
$465M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-12 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-05-22 |
| CT | RA | APPROVED | 2025-05-22 |
| NC | RA | APPROVED | 2025-05-22 |
| PA | RA | APPROVED | 2025-05-22 |
| SC | RA | APPROVED | 2025-05-22 |
| VA | RA | APPROVED | 2025-05-22 |
Branch Locations
182 Meeting Street, Charleston, SC 29401 • United States
1230 Main Street, Columbia, SC 29201 • United States
Hollywood 6213 Sc Hwy 162, Hollywood, SC 29449 • United States
North Charleston - Oak Ridge 5090 Dorchester Rd, North Charleston, SC 29418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2023 | 05/2025 |
| Chunky's Chairs And Umbrellas | Isle Of Palms | SC | 06/2018 | 08/2022 |
| Domino's Pizza | Mt. Pleasant | SC | 05/2020 | 08/2020 |
| University Of South Carolina | Columbia | SC | 08/2019 | 05/2023 |
| Unemployed | Mt. Pleasant | SC | 05/2023 | 08/2023 |
| Pablo De Olavide University | Seville | 01/2022 | 05/2022 | |
| Lowco Cafe | Wando | SC | 04/2017 | 08/2017 |
| Unemployed | Mt. Pleasant | SC | 08/2013 | 05/2019 |
| First Citizens Investor Services | Raleigh | NC | 05/2025 | Present |
| First Citizens Asset Management | Raleigh | NC | 09/2025 | Present |
FCAM; 8540 Colonnade Center Drive Raleigh, NC 27615; FCAM is an affiliated IA firm, As a financial consultant I will be meeting with existing and prospective clients to discuss our full range of investment capabilities. Began 9/8/25; 20 hours/week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-07 |
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