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First Citizens Investor Services, Inc. CRD 44430
$2.63B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-19 |
Branch Locations
Summerville, SC • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-19 |
Branch Locations
Summerville, SC • United States
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-19 |
Branch Locations
Summerville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 09/2013 | 05/2021 |
| The Huntington Investment Company | Columbus | OH | 05/2021 | 02/2023 |
| The Huntington National Bank | Columbus | OH | 02/2023 | 09/2025 |
| The Huntington Investment Company | Columbus | OH | 02/2023 | 09/2025 |
| First Citizens Investor Services | Raleigh | NC | 09/2025 | Present |
| Svb Wealth | Boston | MA | 09/2025 | Present |
| First Citizens Asset Management | Raleigh | NC | 09/2025 | Present |
| First Citizens Bank | Canal Winchester | OH | 09/2025 | Present |
FCAM; 8540 Colonnade Center Dr Raleigh, NC 27615; FCAM is an affiliated IA Firm. I will be responsible for investment advisory meetings, working on policy and procedure updates, and filing of Form ADV, as well as other advisory related business activities, as required. 54 hours/month. SVB Wealth; 53 State St, Boston, MA 02109. SVB Wealth is an affiliated IA Firm. I will be responsible for investment advisory meetings, working on policy and procedure updates, and filing of Form ADV, as well as other advisory related business activities, as required. 54 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-30 |
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