Darisa Paezsantana

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

• 06/2021 → 01/2026
  Fidelity Investments
  Durham, NC
• 06/2018 → 06/2021
  Bank Of America
  Knightdale, NC
• 01/2018 → 04/2018
  North State Bank
  Garner, NC
• 09/2017 → 12/2017
  Bb&T
  North Miami Beach, FL
• 02/2014 → 09/2017
  Bb&T
  Knightdale, NC
• 08/2026 → Present
  First Citizens Investor Services
  Raleigh, NC
• 01/2026 → 07/2026
  Unemployed
  Middlesex, NC

Previous Registrations

• 2025-03-31 → 2026-01-29
  Strategic Advisers Llc
  Durham, NC
  Middlesex, NC
  Boston, MA
• 2022-08-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-08-25
• S63 Uniform Securities Agent State Law Examination
  2022-01-24

Other Names

• Darisa Paez Santana