Hayden Bryce Lewis

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

• 01/2023 → 12/2023
  Fidelity Investments
  Durham, NC
• 09/2022 → 01/2023
  State Employees' Credit Union
  Raleigh, NC
• 08/2018 → 08/2021
  Pelican'S Snoballs
  Hickory, NC
• 12/2021 → 05/2022
  State Employees' Credit Union
  Raleigh, NC
• 06/2022 → 08/2022
  Fidelity Investments
  Durham, NC
• 08/2019 → 12/2022
  North Carolina State University
  Raleigh, NC
• 08/2015 → 06/2019
  Sotuh Caldwell High School
  Hudson, NC
• 06/2024 → Present
  First Citizens Investor Services
  Raleigh, NC
• 12/2023 → 06/2024
  Fidelity Investments
  Durham, NC
• 06/2024 → Present
  First Citizens Bank
  Raleigh, NC
• 03/2025 → Present
  First Citizens Asset Management, Inc.
  Raleigh, NC
• 03/2025 → Present
  Svb Wealth, Llc
  Boston, MA

Previous Registrations

• 2024-01-13 → 2024-06-26
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

1) ROOMMATE RENTAL POSITION: I will be writing rental agreements/leases for the rooms I will be renting to individuals. NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Garner NC 27529, United States DESCRIPTION: Rental of rooms in primary residence 2) FIRST CITIZENS ASSET MANAGEMENT, INC. POSITION: Compliance Analyst NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/19/2025 ADDRESS: 8540 Colonnade Center Drive, Raleigh NC 27615, United States DESCRIPTION: Registered Investment Advisor 3) SVB WEALTH, LLC POSITION: Employee NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/21/2025 ADDRESS: 53 State Street 28th Floor, Boston MA 02109, United States DESCRIPTION: SVB Wealth LLC is a wholly owned subsidiary of First Citizens Bank & Trust and an affiliate of First Citizens Investor Services and First Citizens Asset Management.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-05
• S63 Uniform Securities Agent State Law Examination
  2023-05-10

Other Names

• Hayden Bryce Lewis
• Hayden Lewis