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Michael Curtis Lodsin Jr

Investment Adviser Representative at FIRST CITIZENS ASSET MANAGEMENT, INC

Thomaston, CTCRD #5826725Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Connecticut
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/30/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/31/2010
Series 24
General Securities Principal Examination
Passed 3/11/2011

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 ASSET MANAGEMENT, INCCurrent
7/11/2025Thomaston, CT
SVB WEALTHCurrent
7/11/2025Thomaston, CT
FIRST CITIZENS INVESTOR SERVICES, INC.Current
10/31/2024Thomaston, CT
FIRST CITIZENS INVESTOR SERVICES, INC.Current
11/28/2023Thomaston, CT
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
12/6/201710/14/2023New York, NY
HARTFORD FUNDS DISTRIBUTORS, LLC
9/1/201010/27/2017Simsbury, CT
HARTFORD EQUITY SALES COMPANY INC.
9/1/20103/25/2013Hartford, CT
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC.
9/1/20103/25/2013Hartford, CT
HARTFORD LIFE DISTRIBUTORS, LLC
2/11/201112/31/2012Simsbury, CT

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Michael Curtis Lodsin Jr 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.

Michael Curtis Lodsin Jr - Financial Advisor in Thomaston, CT | AdvisorFinder