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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).
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||10|
|Percentage of Advisors Trusted||Less than 1%|
|Average Client Balance||$237,158|
|Total AUM||$789.7 million|
|Advisor / Client Ratio||1:20|
|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|