Haley Sue Mckenna

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

• 09/2016 → 12/2019
  Charles Schwab & Co., Inc.
  Orlando, FL
• 12/2019 → 09/2023
  First Citizens Investor Services
  Raleigh, NC
• 09/2023 → Present
  First Citizens Investor Services
  Raleigh, NC
• 04/2024 → Present
  First Citizens Bank
  Raleigh, NC
• 03/2025 → Present
  First Citizens Asset Management, Inc.
  Raleigh, NC
• 03/2025 → Present
  Svb Wealth, Llc
  Boston, MA

Other Businesses

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 Steet, 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. FIRST CITIZENS ASSET MANAGEMENT, INC. POSITION: Sr. Compliance Analyst NATURE: FCAM is an affiliated IA Firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/11/2025 ADDRESS: 8540 Colonnade Center Dr, Raleigh NC 27615, United States DESCRIPTION: Registered Investment Advisor

Exams

• S66 Uniform Combined State Law Examination
  2021-12-14
• S63 Uniform Securities Agent State Law Examination
  2014-09-22

Other Names

• Haley Sue Conde
• Haley Sue Conde