Phillip
Neuhart
First Citizens Asset Management, Inc
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About this Advisor
Phillip Neuhart is a financial advisor based in Raleigh, North Carolina, working with First Citizens Asset Management, Inc. Phillip has previously held positions at Morgan Stanley & Co. Inc, First Citizens Investor Services, First Citizens Bank, and First Citizens Asset Management. Phillip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Phillip is part of First Citizens Asset Management, Inc, which operates out of Raleigh, North Carolina. The firm has 25 offices and 52 employees. The firm manages assets totaling $523.0 million and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at First Citizens Asset Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Citizens Asset Management, Inc Brokerage Details
$522,986,899
52
1,799
$290,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Phillip Neuhart Work History
First Citizens Asset Management
First Citizens Investor Services
First Citizens Bank
Morgan Stanley & Co. Inc
Disclosures
Please visit the SEC profile of Phillip Neuhart 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
Summerville, SC
Raleigh, NC
Atlanta, GA
Charlotte, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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