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 10 of 11

• Michael W TaylorCRD 6849295 · Wilmington, NC
  IA RegisteredBroker
• Keith Michael TeegardenCRD 8181919 · Raleigh, NC
  Broker
• Robert Moore ThomasCRD 6710059 · Lenoir, NC
  Broker
• Colton ThrasherCRD 7730147 · Asheville, NC
  Broker
• Dylan Lane ThurmanCRD 7502550 · Huntersville, NC
  Broker
• Rollie TillmanCRD 7943009 · New Bern, NC
  Broker
• Christina Mcintosh TilsonCRD 7368780 · Marshville, NC
  Broker
• Jack Sebastian TorreCRD 8031151 · Asheville, NC
  Broker
• Laura Gail TragesserCRD 8223612 · Waynesville, NC
  Broker
• Garrett J TurizoCRD 8210971 · Cary, NC
  Broker
• Carrie S. TurnerCRD 7319572 · Moncks Corner, SC
  Broker
• Jay M VagniniCRD 3084398 · Boston, MA
  IA RegisteredBroker
• Joseph Matthew ValentinoCRD 8211560 · Knightdale, NC
  Broker
• Amber Glenn VaughnCRD 7803632 · Raleigh, NC
  IA RegisteredBroker
• Dylan Diego VegaCRD 8237617 · Asheville, NC
  Broker
• Benjamin R WaglandCRD 6701961 · Raleigh, NC
  Broker
• David Stanley WaltersCRD 3192566 · Wilmington, NC
  IA RegisteredBroker
• Michael J WassellCRD 2118694 · Charlotte, NC
  IA RegisteredBroker
• Jackey Joseph WebbCRD 5556114 · Waynesville, NC
  IA RegisteredBroker
• Kim WeberCRD 2795815 · Louisburg, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Jennifer Lynn WeedCRD 5136240 · Columbia, SC
  IA RegisteredBroker
• Gregory Dana WeissCRD 4212616 · Raleigh, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Samuel Eagan WelchCRD 7751307 · Raleigh, NC
  IA RegisteredBroker
• Sonya Cross WentzCRD 2515304 · Danville, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ricky Brandon WhitleyCRD 5912567 · Raleigh, NC
  IA RegisteredBroker
• Travis Scott WilderCRD 4594393 · Greensboro, NC
  IA RegisteredBroker
• Jay Allen WildermanCRD 4146951 · Hendersonville, NC
  IA RegisteredBroker
• Joseph Daniel WilliamsCRD 4426726 · Phoenix, AZ
  Broker
• Korey WilliamsCRD 7622339 · Raleigh, NC
  Broker
• Michelle Ross WilliamsCRD 2253104 · Raleigh, NC
  Broker
• Kenneth Ray WilsonCRD 5134789 · Wilmington, NC
  IA RegisteredBroker
• Adrian Brame WoodyCRD 4488910 · Louisburg, NC
  IA RegisteredBroker
• Joshua Alan WaltersCRD 8236895 · Carnesville, GA
  Broker
• Ella Tindall WatfordCRD 8126054 · Hartsville, SC
  Broker
• Angela Denise Beatty WatkinsCRD 7408770 · Irmo, SC
  Broker
• Durley Juan WatkinsCRD 7755235 · Wilmington, NC
  Broker
• Sandra Justice WatkinsCRD 5056524 · Jacksonville, NC
  Broker
• Kenneth Grady WatsonCRD 7677780 · Comer, GA
  Broker
• James Laurence WelchCRD 7943008 · Mount Pleasant, SC
  Broker
• Kevin Lee WellsCRD 6878722 · Sylva , NC
  Broker
• Matthew Bernard WesolowskiCRD 8162035 · Moncks Corner, SC
  Broker
• Kelly Marie WestCRD 6804030 · Raleigh, NC
  IA RegisteredBroker
• Rafe Hunt WestbrookCRD 6627168 · Fletcher , NC
  Broker
• Misty Lynn WesterCRD 7320221 · Smithfield, NC
  Broker
• Deedre' Lee WhitakerCRD 6827110 · Greenville, NC
  Broker
• Davis Alan WillardCRD 8030593 · Charlotte, NC
  Broker
• Christina K WilsonCRD 3081857 · Jupiter, FL
  IA RegisteredBroker
• Monica Elena WilsonCRD 7461416 · Columbia, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Rhonda Jones WinterCRD 6799437 · Greenville, SC
  Broker
• Micah Benjamin WohlfordCRD 7187040 · Black Mountain, 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 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.