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Kyle Meek

First Citizens Investor Services, Inc.

Boston, MA

CRD 3162117

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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:

Current Employers
First Citizens Investor Services, Inc.

8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-03
  • MA RA
    APPROVED
    Since 2026-02-03

Branch Locations

53 State St 28Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bofa Securities, Inc. Waltham MA 05/2019 06/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Waltham MA 06/2019 09/2023
Td Bank N.A. Burlington MA 09/2023 05/2025
Td Private Client Wealth Llc Burlington MA 09/2023 10/2025
Td Bank N.A. Burlington MA 05/2025 10/2025
First Citizens Investor Services Raleigh NC 11/2025 Present
Fist Citizens Bank Boston MA 11/2025 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Waltham MA 10/2009 05/2019
Bank Of America, N.A. Waltham MA 10/2004 09/2023
Previous Registrations
  • 2023-10-06 → 2025-11-11
    Td Private Client Wealth Llc
    Mt. Laurel, NJ
    Springfield, MA
    Hartford, CT
    Burlington, MA
    Plymouth, MA
    Burlington, MA
  • 2019-06-17 → 2023-09-11
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Waltham, MA
    New York, NY
    Stamford, CT
    Boston, MA
    Pennington, NJ
    Burlington, MA
    Boston, MA
  • 2009-10-30 → 2019-05-10
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
    Boston, MA
    Boston, MA
    Boston, MA
    Boston, MA
    Boston, MA
    Waltham, MA
    Burlington, MA
    Boston, MA
    Vienna, VA
    Boston, MA
    Boston, MA
    Waltham, MA
    Boston, MA
    Boston, MA
    New York, NY
    New York, NY
    Greenwich, CT
    New York, NY
    New York, NY
    Boston, MA
    Waltham, MA
    New York, NY
    Waltham, MA
    New York, NY
    New York, NY
  • 2004-10-20 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Boston, MA
    Burlington, MA
    Waltham, MA
  • 2003-12-19 → 2004-10-20
    Quick & Reilly, Inc.
    Littleton, MA
  • 2001-11-24 → 2003-02-04
    Putnam Investment Management, Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-01
S63 Uniform Securities Agent State Law Examination 1999-02-09
  • S65 Uniform Investment Adviser Law Examination
    1999-12-01
  • S63 Uniform Securities Agent State Law Examination
    1999-02-09
Other Names
  • Kyle Forrest Meek

View on SEC IAPD

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COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
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