Christopher John Kriak

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:

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

Current Employers

Employment History

• 06/2014 → 03/2019
  Pnc Bank Na
  Charlotte, NC
• 08/2016 → 03/2019
  Pnc Investments
  Charlotte, NC
• 03/2019 → 06/2019
  Wells Fargo
  Charlotte, NC
• 07/2019 → 09/2020
  Hendrick Motors Charlotte
  Charlotte, NC
• 09/2020 → 04/2021
  Benchmark Investments, Inc.
  Waxhaw, NC
• 09/2020 → 04/2021
  Benchmark Advisory Services, Llc
  Waxhaw, NC
• 05/2021 → 05/2023
  Massmutual Life Insurance Co
  Charlotte, NC
• 05/2021 → 05/2023
  Mml Investors Services, Llc
  Charlotte, NC
• 05/2023 → 09/2024
  Lpl Financial Llc
  Fort Mill, SC
• 09/2024 → Present
  First Citizens Investor Services
  Raleigh, NC

Previous Registrations

• 2023-05-19 → 2024-10-10
  Lpl Financial Llc
  Fort Mill, SC
• 2021-05-19 → 2023-02-22
  Mml Investors Services, Llc
  Charlotte, NC
• 2020-09-08 → 2021-04-28
  Benchmark Advisory Services, Llc
  San Diego, CA
  Waxhaw, NC
• 2016-10-20 → 2019-03-27
  Pnc Wealth Management Llc
  Pittsburgh, PA
  Cleveland, OH
  Pittsburgh, PA
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2016-10-20

Other Names

• Christopher John Kriak
• Christopher J. Kriak