Daniel Gregory Smith
Investment adviser representative at First Citizens Asset Management, Inc
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$465.1MFirm assets
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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
14 years in the industry.
- First Citizens Asset Management, IncJul 2026 to now
- First Citizens Investor Services, Inc.Jan 2016 to now
- First Citizens BankOct 2012 to now
- FcamMay 2026 to Jul 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
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
- 5406316
- Firm CRD
- 140777