First Citizens Investor Services, Inc.
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 4 of 11
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Laura Crotts FrushoneCRD 2250345 · Raleigh, NCIA RegisteredBroker
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Ryan FergusonCRD 6590470 · Greenville, SCIA RegisteredBroker
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Ashley Proctor FisherCRD 8199273 · Columbia , SCBroker
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Douglas ForemanCRD 8111651 · Wilmington, NCIA RegisteredBroker
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Joy Sherilyn FradyCRD 8162005 · Lenoir, NCBroker
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Ashley Moody GallionCRD 5138250 · Morganton, NCIA RegisteredBroker
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Nicholas Drew GalvinCRD 7720947 · Atlanta, GABroker
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Yanire Garcia ValcarcelCRD 7213640 · Lake Mary, FLBrokerRegistration inactiveDisclosure event(s) on record
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Gabriel J GonzalezCRD 7176516 · Columbia, SCIA RegisteredBroker
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Michael James GottmanCRD 6841973 · San Diego, CAIA RegisteredBroker
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Joseph Fritz GrantCRD 7553016 · Charlotte, NCIA RegisteredBroker
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Alan W GrayCRD 4859469 · Charlotte, NCIA RegisteredBroker
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Daniel Clayton GriffinCRD 2227095 · Fayetteville, NCIA RegisteredBroker
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Grayson Lyle GardnerCRD 8031046 · Midlothian, VABroker
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Joel Luis GarzaCRD 6383168 · Richardson, TXBroker
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William Oliver GibsonCRD 7061647 · Charlotte, NCIA RegisteredBroker
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Andrea E GilbertCRD 6326545 · Phoenix, AZIA RegisteredBroker
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James Michael GillespieCRD 8124816 · Charlotte, NCBroker
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Matthew Thomas GiuttariCRD 7631599 · Boston, MAIA RegisteredBroker
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Stanley Campbell GodwinCRD 5193538 · Greensboro, NCIA RegisteredBroker
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Shadia Alexia Gonzalez BecerrilCRD 8078654 · North Charleston, SCBroker
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Chelsea Waddell GoodsonCRD 8024079 · Lincolnton, NCBroker
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William Nettles GreenCRD 7744456 · Columbia , SCBroker
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Megan N GregoryCRD 7169017 · Raleigh, NCBroker
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Matthew Kyle GriffinCRD 7682074 · Raleigh, NCBroker
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Kobe Lewis Griffin-DillardCRD 8211579 · Greenville, SCBroker
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Eugenia Elizabeth GrimmerCRD 6290174 · Wilmington, NCIA RegisteredBroker
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Emily G GuevaraCRD 7695857 · Columbia, SCBroker
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Kevin A HarperCRD 2248422 · Rock Hill, SCIA RegisteredBroker
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Edward Bradshaw HarrisCRD 3168745 · Raleigh, NCIA RegisteredBroker
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Adam James HawkinsCRD 6898350 · Ft Lauderdale, FLIA RegisteredBroker
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Jacob Lee HedrickCRD 5851695 · King, NCIA RegisteredBroker
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Jeffrey Scott HellerstedtCRD 4488432 · Rogers, ARIA RegisteredBroker
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William Fletcher HesterCRD 2628116 · Arden, NCIA RegisteredBroker
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Vanya Justine HinesCRD 2723909 · Sumter, SCIA RegisteredBroker
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Kenneth Alan HollanderCRD 5979555 · Charlotte, NCIA RegisteredBroker
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Stephen Milton HollomanCRD 7587285 · Raleigh, NCIA RegisteredBroker
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Corey Adam HoltzCRD 5598568 · Fayetteville, NCIA RegisteredBroker
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Cheryl HomCRD 4971849 · Pasadena, CAIA RegisteredBroker
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Amy Banister HowellCRD 3275229 · Raleigh, NCIA RegisteredBroker
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William Wiley HarbisonCRD 8210987 · Cayce, SCBroker
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Melissa C. HardeeCRD 6852410 · Moncks Corner, SCIA RegisteredBroker
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Terisa Lynn HeineCRD 8017446 · Jupiter, FLIA RegisteredBroker
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Cetra Ann HemingwayCRD 7489109 · Conway, SCBroker
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Jamie Lyn HerbertCRD 8202581 · Hope Mills, NCBroker
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Kendall Jackson HewlettCRD 8030690 · Charleston, SCBroker
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Andrew C HicksCRD 7514478 · Raleigh, NCIA RegisteredBroker
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Veltrice Macon HigginbothamCRD 5468275 · Raleigh, NCBroker
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Adam Cook HiltonCRD 7933230 · Richlands , NCBroker
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Whitney Jo HolderCRD 6949856 · King, NCBroker
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.
SEC IAPD record for firm CRD 44430 ↗
FINRA BrokerCheck record for firm CRD 44430 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.