First Citizens Investor Services Review

Trust Score 77%
Trust Score info_outline

Last updated: June 26th, 2019. 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
Minimum Investment $50,000
Average Client Balance $237,158
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $789.7 million
Advisor / Client Ratio 1:20
Headquarters Raleigh, NC
SEC Filings Forms and Brochures    (CRD # 44430)
State(s) Registered CA, FL, GA, IN, LA, MD, MA, NH, NJ, NY, NC, PA, SC, TN, TX, VA, WV

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