Zachary Michael Ziemba

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

• 10/2016 → 10/2023
  State Employees' Credit Union
  Raleigh, NC
• 05/2022 → 10/2023
  Secu Brokerage Services
  Raleigh, NC
• 06/2016 → 10/2016
  Insomnia Cookies
  Raleigh, NC
• 12/2022 → 10/2023
  Credit Union Investment Services
  Raleigh, NC
• 10/2023 → Present
  First Citizens Investor Services
  Raleigh, NC

Previous Registrations

• 2023-03-11 → 2023-10-17
  Credit Union Investment Services
  Raleigh, NC

Other Businesses

1) Applied Data Reasearch Institute It is not investment related. 3223 Avent Ferry Road A0f PMB 120, Raleigh, North Carolina 27606 ADRI, is research non-profit that leverages data analytics and advanced systems modeling to address critical challenges facing our ever-evolving world. Guided by science and a commitment to ethics, our mission is to make society more sustainable, equitable, and resilient. We work closely with partners, mainly government and educational research organizations, across sectors, predominately energy and transportation logistics, to identify and forward projects that contribute to these goals. Director of Development, Board Member No relationship with any other business I work, or I am associated with. Start date of Relationship: 01/03/2023 Approximate hours/ month devoted to business: 6-8 hours per month. number of hours/ months devoted during trading hours: 0 hours per month. Duties Related to business: Discuss and help decide on what opportunities to pursue for the organization. Help set up and organize events. It is currently an unpaid position. I am not listed on any of the organizations financial accounts and have no check writing privileges on any of the accounts. 2) NOTARY PUBLIC POSITION: It is just me with a notary License NATURE: Personal/Family Business (DBA, Family Farm, LLC, LLP, Sole Proprietorship, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2024 ADDRESS: 1510, Pender St, Raleigh NC 27610, United States DESCRIPTION: I have a NC notary public License and plan to occasionally notarize documentation documents for a fee by NC state law.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-11