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First Citizens Investor Services, Inc. CRD 44430
$2.63B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-08 |
Branch Locations
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 05/2022 | 06/2024 |
| Coastal Federal Credit Union | Raleigh | NC | 05/2022 | 06/2024 |
| University Of Wisconsin-Milwaukee | Milwaukee | WI | 08/2016 | 06/2022 |
| First Citizens Investor Services | Raleigh | NC | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-04 |
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