Adam Everette Crotts

Investment Adviser Representative at FIRST CITIZENS ASSET MANAGEMENT, INC

Charleston, SCCRD #6265714Dual-registered

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

13 yrs

States Registered

20 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 20 states

AlabamaArizonaCaliforniaDistrict of ColumbiaFloridaGeorgiaKentuckyMarylandMissouriMontanaNevadaNew YorkNorth CarolinaOhioPennsylvaniaSouth CarolinaTexasVirginiaWashingtonWisconsin

Examinations passed

Series 66

Uniform Combined State Law Examination

Passed 12/29/2014

Series 63

Uniform Securities Agent State Law Examination

Passed 12/28/2013

SIE

Securities Industry Essentials Examination

Passed 10/1/2018

Series 7

General Securities Representative Examination

Passed 11/11/2014

Series 6

Investment Company Products/Variable Contracts Representative Examination

Passed 12/13/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Source

FIRST CITIZENS ASSET Management, INC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FIRST CITIZENS INVESTOR SERVICES, INC.Current

8/31/2016 – Charleston, SC

WELLS FARGO ADVISORS, LLC

7/6/2015 – 8/31/2016CHARLESTON, SC

AXA DISTRIBUTORS, LLC

12/14/2013 – 10/14/2014JERSEY CITY, NJ

BB&T INVESTMENT SERVICES, INC.

10/6/2014 – 7/6/2015MC CORMICK, SC

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Everette Crotts has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.