Angela Hughes Smelcer

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

• 08/2005 → Present
  First Citizens Investor Services, Inc.
  Raleigh, NC
• 04/2024 → Present
  First Citizens Bank
  Raleigh, NC

Previous Registrations

• 2004-06-29 → 2005-08-02
  Capfinancial Securities, Llc.
  Raleigh, NC

Other Businesses

FIRST CITIZENS ASSET MANAGEMENT, INC. POSITION: FCIS Registration Specialist NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/07/2021 ADDRESS: 4300 Six Forks Rd. Raleigh, NC 27609, United States DESCRIPTION: Registered Investment Advisor SVB WEALTH, LLC POSITION: Employee NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/21/2025 ADDRESS: 53 State St 28th Floor, Boston MA 02109, United States DESCRIPTION: SVB Wealth LLC is a wholly owned subsidiary of First Citizens Bank & Trust and an affiliate of First Citizens Investor Services and First Citizens Asset Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-28
• S63 Uniform Securities Agent State Law Examination
  2001-04-12

Other Names

• Angela Lauren Hughes
• Angela Lauren Hughes
• Angela Huges Smelcer