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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 | 2025-08-02 |
Branch Locations
241 Medical Park Rd, Mooresville, NC 28117 • United States
928 N Pleasantburg Dr, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 12/2020 | Present |
| First Citizens Bank | Greenville | SC | 12/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-19 |
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