First Citizens Investor Services, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

44430

SEC number

801-57302

Firm type

RIA

Assets under management

$2.6B as of May 30, 2026

Website

www.firstcitizens.com/wealth ↗

Phone

800-229-0205

Address

8540 Colonnade Center Drive, Raleigh, NC, 27615-3052

Advisors at this firm

510 in our index · page 1 of 11

• Heather Joi AdamsCRD 5548188 · Phoenix, AZ
  IA RegisteredBroker
• William Randolph AdamsCRD 5652282 · Midlothian, VA
  Broker
• Erik Charles AlexanderCRD 2565246 · Coconut Grove, FL
  IA RegisteredBroker
• Debra Lynn AllenCRD 4751244 · Greenville, NC
  IA RegisteredBroker
• Scott Harrington AngelCRD 4643778 · Charlotte, NC
  IA RegisteredBroker
• Angeles Perez AtkinsonCRD 4994411 · Chatham, VA
  IA RegisteredBroker
• Marcus Eugene AtkinsonCRD 2591551 · Charlotte, NC
  IA RegisteredBroker
• Landon Hoyt AdamsCRD 8200477 · Clemson, SC
  Broker
• Fadhl Al-NamesCRD 8030979 · Fayetteville, NC
  Broker
• Conisia Christina AllenCRD 8031040 · Myrtle Beach, SC
  Broker
• Susan Booth AlleyCRD 7432212 · Winston-Salem, NC
  Broker
• Gabrielle Marcia Anania-RuizCRD 6795882 · Raleigh, NC
  Broker
• Brian Jeffrey AndersonCRD 4017001 · Raleigh, NC
  IA RegisteredBroker
• Nicholas S. ArmigerCRD 4658049 · North Charleston, SC
  Broker
• Kwame Yeboah Asamoah-AddoCRD 8130626 · Boston, MA
  Broker
• James Michael BakerCRD 5676304 · Garner, NC
  IA RegisteredBroker
• Julie Thomas BakerCRD 5116269 · Monroe, NC
  Broker
• Julie Faith BartoCRD 7546211 · Raleigh, NC
  Broker
• Cary Lee BeachCRD 4445764 · Canal Winchester, OH
  IA RegisteredBroker
• Jesse Scott BencivengaCRD 4308850 · Raleigh, NC
  IA RegisteredBroker
• George Coltrane BenoitCRD 3006625 · Columbia, SC
  IA RegisteredBroker
• Venet BerishaCRD 6890102 · New York, NY
  IA RegisteredBroker
• Amanda Kornegay BlackCRD 2918091 · Raleigh, NC
  IA RegisteredBroker
• Lisa Gwyn BookerCRD 5056509 · Mount Airy, NC
  Broker
• Catalina BorreroCRD 4945363 · New York, NY
  IA RegisteredBroker
• Anita Dodson BottomsCRD 4988627 · Madison, NC
  Broker
• Thomas J BrunsonCRD 5132757 · Columbia, SC
  IA RegisteredBroker
• David Thomas BuxtonCRD 5401619 · Boston, MA
  IA RegisteredBroker
• Perry Holding BaileyCRD 6799332 · Raleigh, NC
  Broker
• Randy Lamar BaileyCRD 7610277 · Raleigh, NC
  Broker
• Tonia Lynn BandyCRD 6983588 · Mccormick, SC
  Broker
• Riley Michael BargerCRD 8162079 · Cape Carteret , NC
  Broker
• Bryce BarrettCRD 7943017 · Cary , NC
  Broker
• James BaxleyCRD 5748555 · West Columbia , SC
  BrokerRegistration inactive
• David Kirkpatrick BeanCRD 7773101 · Raleigh, NC
  IA RegisteredBroker
• Amanda Gail BerryCRD 7265649 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Jaret Alan BessetteCRD 8161805 · Cashiers, NC
  Broker
• Marie-Jose BettisCRD 4849127 · Greenville, SC
  IA RegisteredBroker
• Daniel Franklin BiddixCRD 7677575 · Candler, NC
  Broker
• Bradley Michael BoeckCRD 7031341 · Raleigh, NC
  Broker
• Zachary Michael BollingCRD 7490205 · Charlotte , NC
  IA RegisteredBroker
• Cynthia Rhem BooneCRD 7180910 · Kingstree, SC
  Broker
• Lisa Dawn BoothCRD 7521040 · Stateville, NC
  IA RegisteredBroker
• Aaron Matthew BoykinCRD 7791622 · Raleigh, NC
  Broker
• Ashley Wilnay BradleyCRD 8163000 · Goldsboro, NC
  Broker
• Grayson Lee BradleyCRD 8124555 · Mills River, NC
  Broker
• Matthew Lindsey BreedenCRD 7935805 · North Augusta, SC
  Broker
• Jonathan Gray Brooks, Jr.CRD 7943024 · Kinston, NC
  Broker
• Steven Douglas BrownCRD 7209300 · Charleston, SC
  Broker
• Jackson Keith BryantCRD 8030963 · Raleigh, NC
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.