Adrian Orozco

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

• 07/2021 → 06/2023
  First Citizens Bank
  Durham, NC
• 11/2015 → 07/2021
  Bb&T Now Truist
  Chapel Hill / Durham, NC
• 03/2022 → 06/2023
  First Citizens Investor Services
  Raleigh, NC
• 06/2023 → 07/2024
  First Citizens Investor Services
  Raleigh, NC
• 07/2024 → Present
  First Citizens Investor Services
  Raleigh, NC

Other Businesses

Centenario LLC, Rental property, not investment related, 201 Valley Park Drive Unit B Chapel Hill NC 27514, Rental property, co-owner with my spouse; 10-12 hours per month/0 during trading hours; I help manage the rental income and repairs with the property.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-21
• S63 Uniform Securities Agent State Law Examination
  2022-05-11

Other Names

• Adrian Orozco Nunez