Advisor at First Citizens Investor Services, Inc.
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Firm
First Citizens Investor Services, Inc.
Location
Boston, MA 02109
Credentials
Series 63, Series 65
Industry experience
25 years
Kyle Meek is a financial advisor at First Citizens Investor Services, Inc. based in Boston, MA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, TD Bank, and Bank of America. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and institutional clients. The firm uses a combination of risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware services.
Based on First Citizens Investor Services, Inc.
Based on First Citizens Investor Services, Inc.
$0 - $100,000: 1.30% advisory fee + 0% - 0.55% portfolio manager fee + 0% - 0.053% tax aware services = 1.30% - 1.903% total fee range $100,001 - $250,000: 1.20% advisory fee + 0% - 0.55% portfolio manager fee + 0% - 0.053% tax aware services = 1.20% - 1.803% total fee range $250,001 - $500,000: 1.05% advisory fee + 0% - 0.55% portfolio manager fee + 0% - 0.053% tax aware services = 1.05% - 1.653% total fee range $500,001 - $1,000,000: 0.90% advisory fee + 0% - 0.55% portfolio manager fee + 0% - 0.053% tax aware services = 0.90% - 1.503% total fee range $1,000,001+: 0.85% advisory fee + 0% - 0.55% portfolio manager fee + 0% - 0.053% tax aware services = 0.85% - 1.453% total fee range
Commissions earned on insurance and brokerage products; conflicts of interest disclosed.
Account minimum: $25,000 Fee-only: Financial planning services offered complimentary; complex plans may incur negotiable fees via First Citizens Bank.
53 State St, 28th Floor
Boston, MA 02109
Massachusetts
First Citizens Investor Services
2025 - Present (1 year)
Fist Citizens Bank
2025 - Present (1 year)
TD Bank N.A.
2025 - 2025 (1 year)
TD Private Client Wealth LLC
2023 - 2025 (2 years)
TD Bank N.A.
2023 - 2025 (2 years)
Merrill
2019 - 2023 (4 years)
BOFA Securities, Inc.
2019 - 2019 (1 year)
Merrill
2009 - 2019 (10 years)
BANK of AMERICA, N.A.
2004 - 2023 (19 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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