Ciji
Fisher
First Citizens Asset Management, Inc
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About this Advisor
Ciji Fisher is a financial advisor operating in Charlotte, North Carolina with 7 years of industry experience. Fisher works at First Citizens Asset Management, Inc. The advisor has gained experience at First Citizens Asset Management, First Citizens Investor Services and First Citizens Bank. Fisher holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. First Citizens Asset Management, Inc is a company operating out of Raleigh, NC. The firm has offices in 23 locations and a total of 49 people on staff. It controls $274 million in total assets among its 1,273 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advice to two charities and foundations. Of its 1,273 customer accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. The business offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. However, fees billed by First Citizens Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Citizens Asset Management, Inc Brokerage Details
$273,656,161
49
1,273
$214,969
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ciji Fisher Work History
Ciji has been registered as a financial advisor for 7 years.*
First Citizens Investor Services
First Citizens Asset Management
First Citizens Bank
First Citizens Asset Management
First Citizens Investor Services
First Citizens Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ciji Fisher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Citizens Asset Management, Inc
Raleigh, NC
Atlanta, GA
Raleigh, NC
Raleigh, NC
Charlotte, NC
Columbia, SC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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