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Andrew Christian Ivens

First Citizens Investor Services, Inc.

Boston, MA

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Current Employers
First Citizens Investor Services, Inc.

8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-15
  • MA RA
    APPROVED
    Since 2025-05-15

Branch Locations

53 State St 28Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Bank Boston MA 11/2015 01/2019
Citizens Securities, Inc. Boston MA 11/2015 01/2019
Ethic, A Wealth Bank Boston MA 01/2019 Present
Ethic Wealth Advisors Llc Boston MA 01/2020 Present
First Citizens Investor Services Raleigh NC 11/2024 Present
  • 11/2015 → 01/2019
    Citizens Bank
    Boston, MA
  • 11/2015 → 01/2019
    Citizens Securities, Inc.
    Boston, MA
  • 01/2019 → Present
    Ethic, A Wealth Bank
    Boston, MA
  • 01/2020 → Present
    Ethic Wealth Advisors Llc
    Boston, MA
  • 11/2024 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
  • 2020-02-21 → 2021-04-02
    Mainstone Capital Management Llc
    Boston, MA
  • 2017-03-07 → 2018-12-24
    Citizens Securities, Inc.
    Boston, MA
    Canton, MA
    Boston, MA
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-01
S65 Uniform Investment Adviser Law Examination 2017-03-07
S63 Uniform Securities Agent State Law Examination 2010-07-21
  • S66 Uniform Combined State Law Examination
    2025-05-01
  • S65 Uniform Investment Adviser Law Examination
    2017-03-07
  • S63 Uniform Securities Agent State Law Examination
    2010-07-21
Other Names
  • Andrew C Ivens

View on SEC IAPD

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JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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