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Stuart Bradley Lipsteuer

Investment adviser representative at First Citizens Asset Management, Inc
11 yearsExperience
1 stateRegistered in
$465.1MFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. First Citizens Asset Management, IncMar 2025 to now
  2. First Citizens Investor ServicesJan 2024 to now
  3. EquityrtAug 2023 to Dec 2023
  4. UnemployedMay 2023 to Aug 2023
  5. Ryan LLCMar 2020 to Apr 2023
  6. Thomson ReutersSep 2015 to Mar 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (VA).

First Citizens Asset Management, Inc

$465.1MAssets managed
1,264Clients
59Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2452833
Firm CRD
140777
Advisor's SEC record (opens in a new tab)
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