David Warren Lobeck
Investment Adviser Representative at First Citizens Asset Management, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Warren Lobeck is an investment adviser representative with First Citizens Asset Management, Inc in Summerville, SC, where they have been registered since 2024. They have worked in the securities industry since 1993 and have been registered with 3 firms, including First Citizens Investor Services, Inc. and Stancorp Investment Advisers, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in South Carolina.
Registrations & licenses
- Investment adviser:
- South Carolina
- Broker:
2 states and territories
Georgia, South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fifth Third BankMar 2014 – Mar 2017Cleveland, OH
- First Citizens Investor ServicesMar 2017 – no end date reportedRaleigh, NC
- First Citizens Asset ManagementMar 2017 – Sep 2020Columbia, SC
- First Citizens BankMar 2017 – no end date reportedCharleston, SC
- First Citizens Asset ManagementApr 2023 – no end date reportedSummerville, SC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About First Citizens Asset Management, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Checking, savings, credit cards, mortgages, loans, retirement accounts, investments, insurance, cash management, risk management, international banking, asset-based lending, capital markets, commercial real estate, treasury management, and merchant services
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 64
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Raleigh, NC
- SEC file number:
- 801-79917
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 27, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Warren Lobeck 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.
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