Andrea E Gilbert

CRD 6326545 · First Citizens Investor Services, Inc. · Phoenix, AZ

IA RegisteredBroker

Also appears in the source record as: Andrea E. Gilbert; Andrea Elodia Gilbert; Andrea Gilbert; Andrea E Gilbert-Farmer; Andrea Gilbert-Farmer

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed: Not yet retrieved from the source record
Registered states: Not yet retrieved from the source record
Years in the industry: Not yet retrieved from the source record
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: First Citizens Investor Services, Inc.
Firm CRD: 44430
SEC number: 801-57302
Assets under management: $2.6B as of May 30, 2026
Website: www.firstcitizens.com/wealth ↗
Phone: 800-229-0205
Firm location: Raleigh, NC, 27615-3052

Employment history (2)

From the source registration record · current first

First Citizens Investor Services, Inc.Current
Phoenix, AZ · IA capacity

start not retrieved → present
First Citizens Investor Services, Inc.Current
Phoenix, AZ · IA capacity

start not retrieved → present

Source & corrections

Where this page comes from

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