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Michael Lodsin

Advisor at First Citizens Investor Services, Inc.

Updated today
First Citizens Investor Services, Inc. logo

Firm

First Citizens Investor Services, Inc.

Location

Thomaston, CT 06787

Credentials

Series 65

Industry experience

15 years

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Percentage

$0 - $100,000: 1.30% $100,001 - $250,000: 1.20% $250,001 - $500,000: 1.05% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.85%

Other

Account minimum: $25,000

Work history

First Citizens Asset Management, Inc ("FCAM")

2025 - Present (1 year)

SVB Wealth LLC

2023 - Present (3 years)

First Citizens Investor Services

2023 - Present (3 years)

First Citizens Bank

2023 - Present (3 years)

Tiaa

2017 - 2023 (6 years)

TIAA-Cref Individual & Institutional Services, LLC

2017 - 2023 (6 years)

HARTFORD Funds Distributors, LLC

2010 - 2017 (7 years)

The Hartford

2006 - 2017 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Eirini E

Series 63, Series 65

Avon, CT

Fidelity

Eirini Emmanouilidou is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She joined Fidelity Investments in 2021 and has held several roles including Planning Consultant, Relationship Manager, and Financial Representative. Eirini has experience in helping families navigate financial transitions by developing personalized strategies that align with their goals and values, aiming to provide long-term financial security. Prior to her tenure at Fidelity Investments, she worked at Santander Bank as a Branch Manager and Relationship Banker. Her approach focuses on simplifying financial complexities so clients can concentrate on their priorities.

Cash flow / budgeting Debt management Parents Young Families Married/Couples/Partners

Hayriye A

Series 63, Series 66

Farmington, CT

Merrill

Hayriye Aslan is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over twenty-one years of experience in the investment and financial services industries. She supports clients by developing personalized financial strategies tailored to their individual goals, drawing upon a holistic approach to wealth management. In her role as a Senior Financial Advisor and Senior Portfolio Advisor, Hayriye assists clients with a range of services including college education planning, family wealth management, retirement planning, tax minimization, and investment strategy, among others. Prior to joining Merrill Lynch Wealth Management, Hayriye gained experience in the stock, bond, and repo markets, and has expertise in annuities, life insurance, and consumer banking. She holds an MBA in Finance from the University of Hartford and a Bachelor's degree from Bilkent University. Hayriye has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is committed to putting her clients’ needs first and continues to expand her knowledge through various training and certification programs. Outside her professional pursuits, Hayriye participates in community volunteer activities. Her personal interests include cooking, interior decorating, music, reading, soccer, and spending time with her family.

Wealth management Annuities Life insurance needs analysis Retirement income strategy General retirement planning Women Professionals Women's Finance

Jonathan J

Series 63, Series 65

Farmington, CT

Merrill

Jonathan Johnson is a Senior Vice President and Senior Financial Advisor in the Farmington Merrill Lynch Wealth Management office. He specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Jonathan works directly with clients through personal consultations to set quantifiable goals and develop long-term financial strategies. With more than 30 years of experience in the financial services industry, including over 27 years at Merrill Lynch, Jonathan has established expertise supported by his Chartered Retirement Planning Counselor (CRPC) designation and Personal Investment Advisor (PIA) credential. He earned a bachelor's degree from Central Connecticut State University and a master's degree in finance from the University of Connecticut. Jonathan has been a member of the Connecticut State Teachers Retirement Board since 2007 and has served on the board of Amy’s Angels, a nonprofit organization providing assistance to individuals and families dealing with serious illness or injury, since 2015. His personal interests include golfing, hiking, photography, racquetball, reading, tennis, and traveling.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Liquidity event planning
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Denise Y

Series 63, Series 65

Farmington, CT

Merrill

Denise Yuu is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized wealth management strategies that align with their full financial picture and evolving market conditions. Denise provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to support clients in pursuing their financial goals. Denise holds a Personal Investment Advisor (PIA) designation and earned a Master's Degree from Columbia Business School as well as a Bachelor's Degree from Simmons College. She follows Merrill’s tradition of community involvement by volunteering with local organizations. Her approach centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.

Wealth management

Allen D

Series 66

Bantam, CT

Edward Jones

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Intergenerational Families Divorced

Nicholas P

Series 66

Southington, CT

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Doctor or Medical Professional
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