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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 | 2022-10-04 |
Branch Locations
Holly Springs, NC • United States
4300 Six Forks Road, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 05/2007 | Present |
| First Citizens Bank | Raleigh | NC | 04/2024 | Present |
| Aviator Brewing Company | Fuquay Varina | NC | 05/2023 | Present |
| Longhorn Steakhouse | Apex | NC | 09/2025 | Present |
1) AVIATOR BREWING COMPANY POSITION: Employee NATURE: Outside Employment (retail job, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/22/2023 ADDRESS: 525 E Broad St, Fuquay Varina NC 27526, United States DESCRIPTION: Aviator Brewing Company is a restaurant and bar in Fuquay-Varina, NC. 2) FIRST CITIZENS ASSET MANAGEMENT, INC. POSITION: Employee NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/25/2025 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: 03/25/2025 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 4) LONGHORN STEAKHOUSE POSITION: Employee NATURE: Outside Employment (retail job, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 09/23/2025 ADDRESS: 1411 Beaver Creek Commons Drive, Apex NC 27502, United States DESCRIPTION: LongHorn Steakhouse is a restaurant that serves food and beverages.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-03 |
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