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Patricia D Rusu

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 2026-02-24
  • MA RA
    APPROVED
    Since 2026-02-24

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
Morgan Stanley Colchester VT 07/2013 02/2023
Morgan Stanley Private Bank, N.A. Colchester VT 07/2013 02/2023
Rbc Capital Markets, Llc Williston VT 02/2023 06/2024
Morgan Stanley Colchester VT 10/2024 10/2025
Mcsoley Mccoy South Burlington VT 09/2024 10/2024
First Citizens Investor Services Raleigh NC 10/2025 Present
First Citizens Bank Boston MA 10/2025 Present
  • 07/2013 → 02/2023
    Morgan Stanley
    Colchester, VT
  • 07/2013 → 02/2023
    Morgan Stanley Private Bank, N.A.
    Colchester, VT
  • 02/2023 → 06/2024
    Rbc Capital Markets, Llc
    Williston, VT
  • 10/2024 → 10/2025
    Morgan Stanley
    Colchester, VT
  • 09/2024 → 10/2024
    Mcsoley Mccoy
    South Burlington, VT
  • 10/2025 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 10/2025 → Present
    First Citizens Bank
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-09
S63 Uniform Securities Agent State Law Examination 2013-09-30
  • S65 Uniform Investment Adviser Law Examination
    2026-02-09
  • S63 Uniform Securities Agent State Law Examination
    2013-09-30

View on SEC IAPD

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Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

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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