Dillon Edward Smith
Investment adviser representative at First Citizens Asset Management, Inc
10 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
10 years in the industry.
- First Citizens Asset Management, IncApr 2025 to now
- First Citizens Investor ServicesApr 2025 to now
- Bank of America, N.A.Nov 2024 to Apr 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to Apr 2025
- Equitable Advisors LLCNov 2022 to Oct 2024
- Ae Wealth Management, LLCAug 2022 to Oct 2022
- Imagine Financial, LLCAug 2022 to Oct 2022
- Madison Avenue Securities LLCJul 2022 to Oct 2022
- Prisma HealthJan 2021 to Apr 2026
- Orlando HealthMay 2019 to Dec 2020
- Legendary Field Exhibitions - Orlando ApollosDec 2018 to Apr 2019
- Texas Christian UniversityJul 2016 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
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
- 7602212
- Firm CRD
- 140777