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 5 of 11

• Nicholas Stone HollowayCRD 8063019 · York, SC
  Broker
• Christy Lucas HudsonCRD 7008044 · Roanoke Rapids , NC
  Broker
• Daniel Thomas HughesCRD 6852467 · Asheville, NC
  Broker
• Quinton Riese HuntleyCRD 8031184 · Lancaster, SC
  Broker
• Angela Mary Hope HymelCRD 7709002 · North Augusta, SC
  Broker
• Andrew Christian IvensCRD 5787259 · Boston, MA
  IA RegisteredBroker
• Lynda Lucy IngramCRD 6883819 · Fayetteville, NC
  Broker
• John Thomas IrimescuCRD 8114538 · Summerville, SC
  Broker
• Fredena JamesCRD 4478549 · Raleigh, NC
  IA RegisteredBroker
• Ann Mayfield JaskwhichCRD 2874370 · Anderson, SC
  Broker
• Brandon James JohnsonCRD 5949344 · Mooresville, NC
  IA RegisteredBroker
• Robert Charles JohnsonCRD 5550457 · Charlotte, NC
  IA RegisteredBroker
• William A JohnsonCRD 6276341 · Raleigh, NC
  IA RegisteredBroker
• Angela Ruth Johnson-MooreCRD 2485513 · Wilmington, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher William JonesCRD 5984419 · Charleston, SC
  IA RegisteredBroker
• Tammy Sutton JonesCRD 2934268 · Wilson, NC
  Broker
• Rose Marie JacksonCRD 8124826 · Sumter, SC
  Broker
• Alice Forbes Boyle JenkinsCRD 6904969 · Hendersonville, NC
  IA RegisteredBroker
• Alicia Hollis JenningsCRD 7986736 · Columbus, NC
  Broker
• Reagan Jordan JerniganCRD 7682180 · Raleigh, NC
  Broker
• Walter Bennett JethroCRD 7408716 · Chapel Hill, NC
  IA RegisteredBroker
• Michael Thomas JohnsonCRD 7930949 · Florence, SC
  Broker
• Mitchell William JohnsonCRD 5686750 · Wilmington, NC
  IA RegisteredBroker
• Bradley Clifford JonesCRD 7457128 · Hendersonville, NC
  Broker
• Kyle Nathaniel JonesCRD 7618594 · Lexington, SC
  IA RegisteredBroker
• Stephen Paul KanoyCRD 4709997 · Raleigh, NC
  IA RegisteredBroker
• Zachary Owen KellyCRD 5911500 · Raleigh, NC
  IA RegisteredBroker
• Ernest L KieferCRD 5396756 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Justine Elizabeth KilbyCRD 5170897 · Apex, NC
  Broker
• Kelly Lynn KingCRD 4997557 · Charleston, SC
  IA RegisteredBroker
• William Michael KingCRD 4844908 · Duluth, GA
  IA RegisteredBroker
• Norman Edward KirkwoodCRD 3076391 · Anderson, SC
  IA RegisteredBroker
• Michael Charles KlenkeCRD 6820761 · Charlotte, NC
  Broker
• Kristin Nicole KoptyraCRD 4777539 · Atlanta, GA
  IA RegisteredBroker
• Henry Albert KowalewskiCRD 2175517 · Myrtle Beach, SC
  IA RegisteredBroker
• Nidaa Petros KalashoCRD 6228422 · San Diego, CA
  IA RegisteredBroker
• Frederic Charles KaneCRD 7679443 · Fort Mill, SC
  IA RegisteredBroker
• Jason M. KelleyCRD 7517608 · Asheville, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• James Thomas KenonCRD 8211561 · Columbia , SC
  Broker
• Ashley Lane KimreyCRD 8160015 · Cheraw, SC
  Broker
• Gabriel Christian KingCRD 7561221 · Raleigh, NC
  IA RegisteredBroker
• Angela Till KlostermanCRD 7320554 · Columbia, SC
  IA RegisteredBroker
• Daniel R KoenigCRD 7432455 · Boston, MA
  IA RegisteredBroker
• Erica KorolCRD 6279573 · Wilmington, NC
  IA RegisteredBroker
• William Joseph KwasnickCRD 6852737 · New Bern, NC
  Broker
• Alanna Renee LaceyCRD 5190201 · Phoenix, AZ
  BrokerRegistration inactive
• Patrick Earl LaneCRD 2029988 · Raleigh, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Jonathan LaroseCRD 7498321 · Raleigh, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Aaron John LassanskeCRD 5685918 · Boston, MA
  IA RegisteredBroker
• Johnny Edward LeeCRD 8185319 · Anderson, SC
  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.