Michael Anthony D'amelio
Investment adviser representative at First Citizens Asset Management, Inc
18 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
18 years in the industry.
- First Citizens Asset Management, IncMay 2021 to now
- First Citizens Investor ServicesMay 2021 to now
- ShiptDec 2020 to now
- LyftDec 2018 to now
- UberApr 2018 to now
- South Carolina State GuardSep 2015 to now
- First Command Advisory ServicesApr 2020 to Apr 2021
- First Command Insurance ServicesApr 2020 to Apr 2021
- First Command Financial PlanningSep 2019 to Apr 2021
- Regional Management CorpMar 2017 to Apr 2020
- The Other StoreJan 2008 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7180238
- Firm CRD
- 140777