SA
Syeda Zahra F. Ahmed
FIRST CITIZENS ASSET MANAGEMENT,
RALEIGH, NC 27615
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CRD#: 7228415
SA
Professional summary
Syeda Zahra Fatima Ahmed, who also goes by Syeda Zahra Ahmed, is a registered financial advisor currently at FIRST CITIZENS ASSET MANAGEMENT, INC located in Raleigh, North Carolina.
Syeda Zahra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Syeda Zahra has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Syeda Zahra Ahmed
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Rental Property, Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2021 ADDRESS: 832 Shackleton Road, Apex NC 27502, United States; I own the rental property that is managed by Treasured Property. I receive rental payment directly from Treasured Property. Treasured Property manages all the day to day activities and retains a portion of the rental income as payment for their services. 2) TREASURED PROPERTY POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2024 ADDRESS: 313 Hemley Trail, Wake Forest NC 27587, United States DESCRIPTION: Rental property that will be managed by Treasured Property. Treasured Property will manage all the day to day activities and retain a portion of the rental income as payment for their services.
CRS (Client Relationship Summary) - RIA
Click below to view Syeda Zahra Fatima Ahmed's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 12, 2023 - Present
FIRST CITIZENS ASSET MANAGEMENT, INC
Office #1: 8540 Colonnade Center Drive, Raleigh, NC 27615RIA
CRD#: 140777
RALEIGH, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FIRST CITIZENS ASSET MANAGEMENT, INC
FIRST CITIZENS ASSET MANAGEMENT, INC | FIRST CITIZENS CAPITAL MANAGEMENT, INC.
CRD#: 140777 / SEC#: 801-79917
RIA
Registered Investment Advisory firm - (6/19/2014 Approved)Arkansas
Registered Investment Advisory firm - (12/22/2014 Terminated)Georgia
Registered Investment Advisory firm - (3/21/2017 Terminated)North Carolina
Registered Investment Advisory firm - (3/22/2017 Terminated)Rhode Island
Registered Investment Advisory firm - (3/24/2017 Terminated)South Carolina
Registered Investment Advisory firm - (7/15/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(7/12/2023)
Current Firm
FC
FIRST CITIZENS ASSET MANAGEMENT, INC
FIRST CITIZENS ASSET MANAGEMENT, INC | FIRST CITIZENS CAPITAL MANAGEMENT, INC.
CRD#: 140777 / SEC#: 801-79917
RIA
Registered Investment Advisory firm - (6/19/2014 Approved)Arkansas
Registered Investment Advisory firm - (12/22/2014 Terminated)Georgia
Registered Investment Advisory firm - (3/21/2017 Terminated)North Carolina
Registered Investment Advisory firm - (3/22/2017 Terminated)Rhode Island
Registered Investment Advisory firm - (3/24/2017 Terminated)South Carolina
Registered Investment Advisory firm - (7/15/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8540 Colonnade Center Drive, Raleigh, NC 27615
Mailing Address
Po Box 27131, Raleigh, NC 27611
Phone number
(800) 229-0205
Established
Firm type
Fiscal year end
# of Employees
53
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 409 |
| AUM (Assets Under Management) | $ 167,013,742 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/13/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FIRST CITIZENS ASSET MANAGEMENT, INC
CRD#: 140777Raleigh, NC 27615TRUST BUT VERIFY
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