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 6 of 11
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Virginia Isenhour LeeCRD 5389841 · Fayetteville, NCIA RegisteredBroker
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Scott LemoineCRD 5536690 · Charlotte, NCBroker
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Kristin E LepriCRD 4862642 · Boston, MAIA RegisteredBroker
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Karl-Heinz M LeroyCRD 6176488 · Bluffton, SCIA RegisteredBroker
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Evan Christopher LewisCRD 6193959 · Raleigh, NCBroker
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Hayden Bryce LewisCRD 7691482 · Raleigh, NCIA RegisteredBroker
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John Christopher LiddicoatCRD 2300904 · Raleigh, NCIA RegisteredBroker
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Anita Jo LynchCRD 2978950 · Hendersonville, NCIA RegisteredBroker
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William Terry LanfordCRD 7495122 · Spartanburg, SCIA RegisteredBroker
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Michael Anthony LangeCRD 5490423 · Ontario, CAIA RegisteredBroker
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Garrett Ham LetchworthCRD 7267945 · Kinston, NCIA RegisteredBroker
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Nathan Tyler LettCRD 8031043 · Hanahan , SCBroker
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Suzanne F LewisCRD 8198613 · Sunset Beach , NCBroker
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Quinton Edwards LibsackCRD 7119959 · Raleigh, NCIA RegisteredBroker
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Christopher Walker LindamoodCRD 7320249 · Pawleys Island, SCBroker
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Brett LindemanCRD 6890559 · San Diego, CAIA RegisteredBroker
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Douglas Than LindseyCRD 6747861 · Durham, NCBroker
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Carly Amanda LovinggoodCRD 8063292 · Simpsonville, SCBroker
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Michele S LoweryCRD 6613710 · Columbia, SCIA RegisteredBroker
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James Jeffrey LugoCRD 5123037 · Pasadena, CAIA RegisteredBroker
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Alexis LunaCRD 8211567 · Raleigh, NCBroker
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Patricia Marie MacdonaldCRD 5723299 · Boston, MAIA RegisteredBroker
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Melisa MahmutovicCRD 7665464 · Atlanta, GABroker
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Marcelo Ricardo Marinho-GomesCRD 5644106 · Denver, COIA RegisteredBroker
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Kenneth Hayes MarshCRD 4374091 · Raleigh, NCIA RegisteredBroker
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Korene Z. Phillips MarshCRD 2587362 · Jacksonville, NCIA RegisteredBrokerDisclosure event(s) on record
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James Lee MartinCRD 2878050 · Greensboro, NCIA RegisteredBroker
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James Harrison MartinCRD 5392728 · Goldsboro, NCIA RegisteredBroker
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Jason Heinz MaurerCRD 4552810 · North Charleston, SCBroker
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Brian Nicholas McbrideCRD 6288065 · Pataskala, OHIA RegisteredBroker
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Erin Brenan MccaskillCRD 4501409 · Atlanta, GAIA RegisteredBroker
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Stephen M MccormackCRD 5060266 · Durham, NCIA RegisteredBroker
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Haley Sue MckennaCRD 6136790 · Raleigh, NCIA RegisteredBroker
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Michael C McnabbCRD 1134091 · Boston, MAIA RegisteredBrokerDisclosure event(s) on record
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Johanna Marie MearsCRD 5951329 · Washington , PAIA RegisteredBroker
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Andres Rafael MercadoCRD 6852409 · Midlothian, VABroker
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David Winfield MillerCRD 3070863 · Newport, NCIA RegisteredBroker
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Robin Keith MillerCRD 3025052 · Winston-Salem, NCIA RegisteredBroker
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Eleanor Evangeline MillwoodCRD 4503765 · Ft Lauderdale, FLIA RegisteredBroker
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Anderson MitchellCRD 3010287 · New York, NYIA RegisteredBroker
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Debra Clark MitchellCRD 6121804 · Danville, VABroker
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Jennifer Biggs MooreCRD 5056492 · Wilmington, NCBroker
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Danielle Marie MowerCRD 5851707 · Hickory , NCBroker
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Karl Kilpatrick MuellerCRD 2639477 · Cayce, SCIA RegisteredBrokerDisclosure event(s) on record
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Matthew MurphyCRD 5042532 · Seneca, SCIA RegisteredBroker
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Amy Blackwell MabryCRD 7457032 · Spartanburg, SCBroker
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Connell Robert MacleanCRD 7637069 · Boston, MAIA RegisteredBroker
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Garrett Houston MajorCRD 7935799 · Abbeville, SCBroker
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Joshua Lev MalamudCRD 7883260 · Bluffton, SCBroker
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Robert Christopher MaloneyCRD 7954455 · Charlotte, NCIA RegisteredBroker
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.