Thaddeus William Yasunaga
Investment adviser representative at First Citizens Asset Management, Inc
15 yearsExperience
1 stateRegistered in
CFADesignation
$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
15 years in the industry.
- First Citizens Asset Management, IncSep 2024 to now
- First Citizens BankFeb 2024 to now
- PNC BankFeb 2023 to Jan 2024
- UnemployedAug 2022 to Feb 2023
- Busey Capital Management, Inc.Dec 2012 to Aug 2022
- Busey Trust CompanyJun 2011 to Aug 2022
Designations
- CFA
Exams passed
No exams in this record.
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
- 6592640
- Firm CRD
- 140777