Craig
Letendre
First Citizens Asset Management, Inc
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About this Advisor
Craig Letendre is a chartered financial analyst operating out of Raleigh, North Carolina with 4 years of industry experience. Letendre works at First Citizens Asset Management, Inc. Over the course of their career, Letendre has held roles at Nepc, LLC, Eaton Vance Distributors, Inc, Eaton Vance Management, Parametric Portfolio Associates, First Citizens Bank, First Citizens Investor Services and First Citizens Asset Management. Letendre has a Series 63 license, qualifying them as a securities broker, and is registered to serve investors in North Carolina. First Citizens Asset Management, Inc is an advisory firm operating out of Raleigh, NC. The investment advisory business has offices in 23 locations and a total of 49 financial advisors. It manages $274 million in assets among its 1,273 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 1,273 client accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically vary depending on which services are provided. However, fee types 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
Craig Letendre Work History
Craig has been registered as a financial advisor for 4 years.*
First Citizens Asset Management
First Citizens Bank
First Citizens Investor Services
Eaton Vance Distributors, Inc
Eaton Vance Management
Parametric Portfolio Associates
Nepc, LLC
*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 Craig Letendre 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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