This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FIRST CITIZENS ASSET MANAGEMENT, INC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 16, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

16derivedfrom the current registration's begin date

Current registrations

2

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Feb 16, 2005

Dual registered

yes, broker-dealer

Other names

KELLY FINGER

IAPD individual key

4899152

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9479fe72-eae9-339d-bfd3-6d887e5a933a

First observed

Feb 16, 2005

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.