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 7 of 11

• Scott Janson ManciniCRD 8040372 · Raleigh, NC
  Broker
• Matthew Nicholas MandelCRD 7972990 · White Sulphur Springs, WV
  Broker
• Regina German MarthersCRD 7319543 · Camden, SC
  Broker
• Xitlali Martin MartinCRD 8030599 · Charlotte, NC
  Broker
• John Gabriel MathisCRD 7320250 · Greenville, SC
  IA RegisteredBroker
• Haley Richell MaybinCRD 7610330 · Greenville, SC
  Broker
• Cimberly Ann MccomiskeyCRD 7628810 · Monroe, NC
  Broker
• Joseph Aleah MccoyCRD 7371112 · Rock Hill, SC
  IA RegisteredBroker
• Ian Robert McleodCRD 7753518 · Seneca, SC
  Broker
• Lindsey Cobb McwhorterCRD 8062100 · Elgin, SC
  Broker
• Michael Alfred McglinskyCRD 5101647 · Boone, NC
  IA RegisteredBroker
• Christopher Kaleb MckeeCRD 7610340 · Chester, SC
  IA RegisteredBroker
• Sarah Ellen MeliusCRD 2662302 · Parker , CO
  Broker
• Emily MeltonCRD 8062489 · Evans, GA
  Broker
• John Morris MillenCRD 6898411 · Charlotte, NC
  Broker
• Brittany Suzanne Bard MillerCRD 6090595 · Blowing Rock, NC
  Broker
• Nick MishueCRD 8211570 · Boone, NC
  Broker
• Kimberly Lynn MoaveroCRD 7846305 · Toccoa, GA
  Broker
• Michael MordecaiCRD 6862743 · Raleigh, NC
  IA RegisteredBroker
• Donna Michelle MorrisCRD 6610967 · Lyman, SC
  IA RegisteredBroker
• Otto John MuckloCRD 7265416 · Raleigh, NC
  Broker
• Caro'n Omarion MurphyCRD 8125095 · Danville, VA
  Broker
• Dakota Logan MurrayCRD 7487946 · Candler, NC
  IA RegisteredBroker
• Robert Rankin NimocksCRD 6125615 · Charlotte, NC
  IA RegisteredBroker
• Aron Alexis Nava-AlvaradoCRD 7711253 · Hendersonville , NC
  Broker
• Austin Thomas NelmsCRD 7089263 · Clemmons, NC
  IA RegisteredBroker
• Mark Samuel NesbittCRD 7216945 · Arden, NC
  IA RegisteredBroker
• Colton James NewmanCRD 8199293 · Brevard, NC
  Broker
• Josh Thomas NewmanCRD 7404884 · Raleigh, NC
  IA RegisteredBroker
• Dalton Lee NicelyCRD 6505607 · Raleigh, NC
  IA RegisteredBroker
• William Kemp NormanCRD 6983524 · Raleigh, NC
  IA RegisteredBroker
• Jovany Jorge NoyCRD 5594432 · Coconut Grove, FL
  IA RegisteredBroker
• Craig Anthony OsborneCRD 2608669 · Raleigh, NC
  IA RegisteredBroker
• Thomas Sanderlin OwensCRD 5323674 · Hendersonville, NC
  IA RegisteredBroker
• Adrian OrozcoCRD 7517653 · Raleigh, NC
  IA RegisteredBroker
• Maximilian OrtizCRD 5374123 · San Francisco, CA
  IA RegisteredBroker
• Jeremiah PachecoCRD 5987020 · Clemmons, NC
  Broker
• Gianluca PaciCRD 6721905 · Pasadena, CA
  IA RegisteredBroker
• James Wesley PageCRD 4526883 · Greenville, SC
  IA Registered
• Edward Anthony ParentCRD 3167604 · Raleigh, NC
  IA RegisteredBroker
• Stephen Wayne ParkCRD 4203438 · Charlotte, NC
  IA RegisteredBroker
• Sunny B PatelCRD 5909905 · New York, NY
  IA RegisteredBroker
• Janet Alex PearsonCRD 2570241 · Kinston, NC
  IA RegisteredBroker
• Carrie Spencer PedersenCRD 6533935 · Raleigh, NC
  IA RegisteredBroker
• Kelli Boykin PeeleCRD 2557093 · Apex, NC
  Broker
• Traci Brockman PennellCRD 4735203 · Greenville, SC
  IA RegisteredBroker
• Nakai Davis PetersonCRD 6252707 · South Hill, VA
  Broker
• Louise Fitzsimons PiaseckiCRD 2846462 · Charlotte, NC
  Broker
• Casey PondCRD 6190138 · Hendersonville, NC
  IA RegisteredBroker
• Ezekiel Cole PowellCRD 7367572 · Wilson, NC
  IA 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.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.