Joseph Robert Zarzycki

Employer firm

Bna Wealth CRD 39326

$620M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• ESTATE PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 12/2020
  Bb&T Retirement & Instl Services
  Richmond, VA
• 12/2020 → 02/2021
  Not Working
  Richmond, VA
• 03/2021 → 11/2021
  Argi Investment Services
  Louisville, KY
• 05/2025 → Present
  First Citizens Bank
  Charlotte, NC
• 11/2021 → Present
  First Citizens Investor Services
  Raleigh, NC
• 05/2022 → 05/2025
  First Citizens Asset Management
  Raleigh, NC

Previous Registrations

• 2021-11-24 → 2025-06-13
  First Citizens Investor Services, Inc.
  Raleigh, NC
  Charlotte, NC
  Raleigh, NC
• 2022-05-26 → 2025-06-13
  First Citizens Asset Management, Inc
  Charlotte, NC
• 2021-03-15 → 2021-11-01
  Cerity Partners Ocio Llc
  New York, NY
• 2015-04-21 → 2020-10-30
  Bb&T Institutional Investment Advisers, Inc.
  Powhatan, VA
  Greenville, SC
• 2003-02-28 → 2006-03-21
  Stancorp Investment Advisers, Inc.
  Medina, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-02-05
• S65 Uniform Investment Adviser Law Examination
  2015-03-23

Other Names

• Joseph Robert Zarzycki
• Joseph Robert Zarvcki
• Joe Zarzycki