Carl David Robinson

First Citizens Asset Management, INC

15 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

First Citizens Asset Management, INC

Compensation

Fee-Only (AUM)

Firm Size

68 advisors

Number of Clients

409 clients

Average Client Portfolio

$408K average

Assets Under Management

$167.0M

Fee Structure

Minimum Investment:$50K

Financial Planning:Included in AUM fee

Location

53 State St, 28th Floor, Boston, MA, 02109

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Carl is involved with two affiliated IA firms, FCAM and SVBW, meeting with clients to discuss investment capabilities, dedicating about half his time to each with no compensation. He also serves as an officer/director for Massachusetts Youth Lacrosse, a non-profit, spending minimal time on this activity.