First Citizens Investor Services, Inc.

CRD 44430 · Raleigh, NC · $2.6B AUM

RIA

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 11 of 11

Kevin Luke WoodCRD 7971860 · Smithfield, NC

Broker
Addison James WoodyCRD 7593320 · Charlotte, NC

Broker
Deborah Christine WrightCRD 6150087 · Goldsboro, NC

IA RegisteredBroker
Dennis Fred YoungCRD 4504944 · Atlanta, GA

IA RegisteredBroker
Alex YaremCRD 6968078 · Charlotte, NC

IA RegisteredBroker
William Stewart YountCRD 7883546 · Raleigh, NC

Broker
April Michiko ZeeCRD 4328252 · Pasadena, CA

IA RegisteredBroker
Glenda Lee ZamotCRD 8028390 · Raleigh, NC

Broker
Zachary Michael ZiembaCRD 7529883 · Raleigh, NC

IA RegisteredBroker
Nicolino ZulloCRD 4311789 · Boston, MA

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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