Steven Richard Colford
Investment adviser representative at First Citizens Asset Management, Inc
10 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
10 years in the industry.
- First Citizens Asset Management, IncAug 2026 to now
- First Citizens BankApr 2025 to now
- First Citizens Investor ServicesApr 2025 to now
- AscensusOct 2022 to Apr 2025
- UnemployedJul 2022 to Sep 2022
- Wake County Public SchoolsAug 2020 to Jun 2022
- North Carolina State UniversityJul 2019 to May 2020
- LPL Financial LLCJun 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 2951725
- Firm CRD
- 140777