Kendrick Martin Whitehurst
Investment adviser representative at First Citizens Asset Management, Inc
25 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
25 years in the industry.
- First Citizens Asset Management, IncMar 2025 to now
- First Citizens BankJul 2023 to now
- First Citizens Investor ServicesJul 2023 to now
- Truist Advisory Services, IncJul 2021 to Jul 2023
- Truist Investment ServicesJul 2021 to Jul 2023
- Bb&t BankJul 2021 to Jul 2021
- UnemployedJul 2020 to Jul 2021
- Suntrust BankDec 2019 to Jul 2020
- Suntrust Investment Services, IncDec 2019 to Jul 2020
- Bb&t BankOct 2019 to Jul 2020
- Bb&t Securities, LLCOct 2019 to Jul 2020
- Bb&t Wealth Management DivisionJan 2019 to Sep 2019
- Bb&t Securities, LLCJan 2018 to Jan 2019
- Bb&t InvestmentDec 2005 to Jan 2019
- Branch Banking and TrustDec 2001 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2004
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
- 4564201
- Firm CRD
- 140777