TrueAdvisor
TrueAdvisor
AS
AS

Ashby Simmons

First Citizens Asset Management, INC
5 Years of Experience
Broker
View SEC Summary
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

1230 Main Street, Columbia, SC, 29201

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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.

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Employment History
Current Registrations
First Citizens Asset Management, INC
July 2025 - Present · 7 mos
First Citizens Investor Services, INC.
March 2023 - Present · 2 yrs 11 mos
First Citizens Investor Services, INC.Broker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
May 2022 - January 2023 · 8 mos
CUNA Brokerage Services, INC.Broker
October 2020 - May 2022 · 1 yr 7 mos
State Registrations9 states
FLGAINNCNVNYOHSCTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.