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Jay M Vagnini

First Citizens Investor Services, Inc.

Boston, MA

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Current Employers
First Citizens Investor Services, Inc.

8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-19
  • MA RA
    APPROVED
    Since 2025-02-19

Branch Locations

53 State St 28Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Boston MA 03/2015 07/2022
Morgan Stanley Private Bank, N.A. Boston MA 03/2015 07/2022
Td Bank N.A. Plymouth MA 07/2022 02/2025
Td Private Client Wealth Llc Plymouth MA 07/2022 02/2025
First Citizens Investor Services Raleigh NC 01/2025 Present
First Citizens Bank Boston MA 01/2025 Present
  • 03/2015 → 07/2022
    Morgan Stanley Smith Barney Llc
    Boston, MA
  • 03/2015 → 07/2022
    Morgan Stanley Private Bank, N.A.
    Boston, MA
  • 07/2022 → 02/2025
    Td Bank N.A.
    Plymouth, MA
  • 07/2022 → 02/2025
    Td Private Client Wealth Llc
    Plymouth, MA
  • 01/2025 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 01/2025 → Present
    First Citizens Bank
    Boston, MA
Previous Registrations
  • 2022-08-30 → 2025-02-12
    Td Private Client Wealth Llc
    Boston, MA
    Springfield, MA
    Plymouth, MA
    Hartford, CT
  • 2015-06-03 → 2022-08-03
    Morgan Stanley
    Wellesley, MA
    Essex, CT
    Hartford, CT
    Madison, CT
    Mystic, CT
    New London, CT
    Newport, RI
    Providence, RI
    Springfield, MA
    Waltham, MA
    West Hartford, CT
    Worcester, MA
    Westborough, MA
    Boston, MA
    Boston, MA
    Hyannis, MA
    Middleton, MA
    Boston, MA
    Newport, RI
    Boston, MA
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-10
S63 Uniform Securities Agent State Law Examination 2005-11-22
  • S66 Uniform Combined State Law Examination
    2022-08-10
  • S63 Uniform Securities Agent State Law Examination
    2005-11-22
Other Names
  • Jay M Vagnini
  • Jay Michael Vagnini
  • Jay M Vagnini
  • Jay Vagnini

View on SEC IAPD

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Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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