First Citizens Investor Services, Inc.

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Total assets under management

$2,098,769,026

Total clients

6,635

7% high-net worth

Total advisors

148

of 322 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$316,318

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Percentage

$0 - $100,000: 1.30% $100,001 - $250,000: 1.20% $250,001 - $500,000: 1.05% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.85%

Other

Account minimum: $25,000

Disclosures

Business activities & affiliations

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.

Main office location

First Citizens Investor Services, Inc.

8540 Colonnade Center Drive

Raleigh NC 27615-3052, United States

Number of offices

114

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 800-229-0205

Advisors at this firm

Marie Rose Z

Series 63, Series 65

Raleigh, NC

First Citizens Investor Services, Inc.

Richard K

CFP®, Series 66

Atlanta, GA

First Citizens Investor Services, Inc.

John L

CFP®, Series 63, Series 65

Raleigh, NC

First Citizens Investor Services, Inc.

Henry S

Series 63, Series 66

Raleigh, NC

First Citizens Investor Services, Inc.

Katie P

CFP®, Series 66

Raleigh, NC

First Citizens Investor Services, Inc.

Miranda S

Series 63, Series 66

Greenville, NC

First Citizens Investor Services, Inc.

Vernon R

Series 63, Series 65, Series 66

Raleigh, NC

First Citizens Investor Services, Inc.

Jennifer S

Series 66

New York, NY

First Citizens Investor Services, Inc.

Ashley F

Series 63, Series 66

Asheville, NC

First Citizens Investor Services, Inc.

Katherine S

Series 63, Series 66

Columbia, SC

First Citizens Investor Services, Inc.

Laurice R

Series 63, Series 65, Series 66

Raleigh, NC

First Citizens Investor Services, Inc.

David D

Series 66

Sumter, SC

First Citizens Investor Services, Inc.

Danny P

Series 63, Series 65

Raleigh, NC

First Citizens Investor Services, Inc.

Michael M

Series 66

Raleigh, NC

First Citizens Investor Services, Inc.

Kristin L

CFA®, Series 63, Series 65

Boston, MA

First Citizens Investor Services, Inc.

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