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Norman Edward Kirkwood

Investment adviser representative at First Citizens Asset Management, Inc
13 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

13 years in the industry.

  1. First Citizens Investor Services, Inc.Jan 2016 to now
  2. First Citizens Asset Management, IncJul 2013 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

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

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
3076391
Firm CRD
140777
Advisor's SEC record (opens in a new tab)
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