Katherine Davidson Stewart

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

• 09/2011 → 11/2022
  Palmetto Citizens Federal Credit Union
  Columbia, SC
• 09/2011 → 11/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2022 → 11/2022
  Lpl Financial, Llc
  Columbia, SC
• 11/2022 → Present
  First Citizens Investor Services
  Raleigh, NC

Previous Registrations

• 2022-05-18 → 2022-12-15
  Lpl Financial Llc
  Columbia, SC
• 2019-09-30 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Columbia, SC
  Columbia, SC
  Waverly, IA
  New Port Richey, FL
  Columbia, SC
  Irmo, SC
  Lexington, SC
  Irmo, SC
  Columbia, SC

Exams

• S66 Uniform Combined State Law Examination
  2019-09-27
• S63 Uniform Securities Agent State Law Examination
  2011-12-30

Other Names

• Katie Stewart
• Katherine Ann Davidson
• Katie Davidson