First Citizens Investor Services

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Last updated: February 23rd, 2020. Data source: SEC filings.

First Citizens Investor Services, federally registered in 2000, is a Registered Investment Advisor (RIA) in 17 state(s) with a licensed staff of 167 advisors. First Citizens Investor Services manages $789.7 million and provides investment advisory services for 3,330 clients (1:20 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 10
Percentage of Advisors Trusted Less than 1%
Minimum Investment $50,000
Average Client Balance $237,158
Total AUM $789.7 million
Advisor / Client Ratio 1:20
Headquarters Raleigh, NC
SEC Filings View SEC IAPD CRD #44430
State(s) Registered CA, FL, GA, IN, LA, MD, MA, NH, NJ, NY, NC, PA, SC, TN, TX, VA, WV

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.