William Covington Crouch

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

• 07/2023 → 11/2025
  First Citizens Investor Services
  Raleigh, NC
• 05/2020 → 05/2021
  The Home Depot
  Lexington, SC
• 05/2021 → 08/2021
  Nautical Boat Club
  Lexington, SC
• 05/2022 → 08/2022
  First Citizens Bank
  Lexington, SC
• 01/2012 → 05/2020
  Student
  Lexington, SC
• 05/2023 → 11/2025
  First Citizens Bank
  Lexington, SC
• 08/2022 → 05/2023
  Student
  Spartanburg, SC
• 08/2021 → 05/2022
  Student
  Spartanburg, SC
• 11/2025 → Present
  First Citizens Bank
  Columbia, SC
• 11/2025 → Present
  First Citizens Investor Services
  Raleigh, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-29
• S63 Uniform Securities Agent State Law Examination
  2023-10-13