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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-15 |
Branch Locations
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
440 South College Road, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Carolina State University | Raleigh | NC | 08/2020 | 06/2025 |
| Franklin Academy High School | Wake Forest | NC | 07/2016 | 05/2020 |
| Unemployed | Raleigh | NC | 06/2025 | 07/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2025 | 03/2026 |
| Cetera Investment Advisor | Schaumburg | IL | 09/2025 | 03/2026 |
| First Citizens Investor Services | Raleigh | NC | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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