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Michael Alfred Mcglinsky

First Citizens Investor Services, Inc.

Boone, NC

Raleigh, NC

CRD 5101647

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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:

Current Employers
First Citizens Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-04-02
  • NC RA
    APPROVED
    Since 2025-04-02

Branch Locations

540 Highway 105 Ext, Boone, NC 28607 • United States

100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • 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
Thrivent Investment Management Inc Hendersonville NC 02/2006 08/2023
Thrivent Financial For Lutherans Appleton WI 02/2006 09/2023
The Prudential Insurance Company Of America Lenoir NC 08/2023 07/2024
Pruco Securities Llc Lenoir NC 08/2023 06/2024
Prudential Lenoir NC 10/2023 06/2024
Thrivent Investment Management Inc Troutman NC 07/2024 02/2025
Thrivent Financial Appleton WI 07/2024 02/2025
First Citizens Investor Services Raleigh NC 03/2025 Present
  • 02/2006 → 08/2023
    Hendersonville, NC
  • 02/2006 → 09/2023
    Thrivent Financial For Lutherans
    Appleton, WI
  • 08/2023 → 07/2024
    The Prudential Insurance Company Of America
    Lenoir, NC
  • 08/2023 → 06/2024
    Lenoir, NC
  • 10/2023 → 06/2024
    Prudential
    Lenoir, NC
  • 07/2024 → 02/2025
    Troutman, NC
  • 07/2024 → 02/2025
    Thrivent Financial
    Appleton, WI
  • 03/2025 → Present
    First Citizens Investor Services
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-22
  • S66 Uniform Combined State Law Examination
    2006-03-22
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Michael Alfred Mcglinsky
  • Michael Mcglinsky

View on SEC IAPD

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