Warren Michael Sypinero

Employer firm

First Citizens Investor Services, Inc. CRD 44430

$2.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 03/2020
  Fidelity Brokerage Services Llc
  El Segundo, CA
• 07/2021 → 08/2025
  Tiaa
  El Segundo, CA
• 07/2025 → 08/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  El Segundo, CA
• 06/2020 → 07/2021
  Union Bank
  Los Angeles, CA
• 08/2025 → Present
  First Citizens Bank
  Beverly Hills, CA
• 08/2025 → Present
  First Citizens Investor Services
  Raleigh, NC

Previous Registrations

• 2025-07-10 → 2025-08-11
  Tiaa-Cref Individual & Institutional Services, Llc
  El Segundo, CA
  Pasadena, CA
• 2013-01-11 → 2015-09-17
  Rbc Rochdale, Llc
  New York, NY

Other Businesses

1) RENTAL PROPERTY POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2026 ADDRESS: El Segundo CA 90245, United States DESCRIPTION: Rental Property

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-03-29
• S66 Uniform Combined State Law Examination
  2001-01-29

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Warren Michael Sypinero
• Warren Sypinero