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 8 of 11
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Liam Daniel PowlenCRD 7421648 · Raleigh, NCIA RegisteredBroker
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Jacqueline Jewell PriddyCRD 5118912 · Apex, NCBroker
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Josiah Richard PaceCRD 8024066 · Hendersonville, NCBroker
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Jonathan Hunter PalmerCRD 8197534 · Morganton, NCBroker
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Lauren Haley PalmerCRD 7430197 · Winston-Salem, NCBroker
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Aagat PandeyCRD 7894637 · Raleigh, NCIA RegisteredBroker
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Joanna Maria PappasCRD 6157048 · Charlotte, NCIA RegisteredBroker
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Stephen Lee ParkerCRD 8079898 · Smithfield, NCIA RegisteredBroker
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Robyn Haley PegramCRD 7062510 · Raleigh, NCIA RegisteredBroker
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Kayla Lynn PenningtonCRD 7629580 · Myrtle Beach, SCBroker
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Tucker Cole PhelpsCRD 7995798 · Cary , NCBroker
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James Clyde PhillipsCRD 7758165 · Swansboro, NCIA RegisteredBroker
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Ryan Alexander PolkCRD 8210847 · Durham, NCBroker
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Sarah Glover PollackCRD 8017670 · South Hill, VABroker
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Wendy Mawyer PribbleCRD 8200447 · Bedford, VABroker
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Katelyn Marie PrimmCRD 7815029 · Charlotte, NCBroker
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Austin Edward PruittCRD 6712426 · Raleigh, NCIA RegisteredBroker
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Warren Jackson PuckettCRD 7869015 · Concord, NCBroker
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Adam PyleCRD 4849326 · San Francisco, CAIA RegisteredBroker
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Mackenzie Copeland QuickCRD 7799870 · Charlotte, NCBroker
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Jordan QuinziCRD 7974545 · Columbia, SCBroker
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Andrew Blair ReynoldsCRD 7296639 · Raleigh, NCIA RegisteredBroker
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Gregory Todd RisingerCRD 1999473 · Columbia, SCIA RegisteredBrokerDisclosure event(s) on record
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Carl David RobinsonCRD 5275078 · Boston, MAIA RegisteredBroker
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Jonathan David RoscheCRD 2628688 · Christiansburg, VAIA RegisteredBroker
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John Patrick RoughenCRD 4126459 · Alpharetta, GAIA RegisteredBroker
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Kimberly Ann Russel-BowmanCRD 5128035 · High Point , NCIA RegisteredBroker
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Michael Timothy RyanCRD 6481719 · Raleigh, NCIA RegisteredBroker
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Kriston Jackson RabonCRD 7756817 · Myrtle Beach, SCBroker
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Damon Andrew ReynoldsCRD 7710399 · Clifton Forge, VABroker
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Kwame Jelani RichardsCRD 7648598 · Raleigh, NCIA RegisteredBroker
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Marcus Terrell RichbourgCRD 7393179 · Charlotte, NCIA RegisteredBroker
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Paul Dylan RieckCRD 8125075 · Boonville, NCBroker
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Kristen Bonaparte RigganCRD 7973818 · Henderson, NCBroker
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William Charles RobbinsCRD 7153853 · Charlotte, NCIA RegisteredBroker
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Gina Gibson RogersCRD 7709016 · Saluda, SCIA RegisteredBrokerDisclosure event(s) on record
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Jennifer Holly RogowskiCRD 6689759 · Garner, NCBroker
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Jamie Annashea RosemannCRD 7788839 · Blythewood, SCBroker
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Jessica Brooke RouseCRD 7431878 · Richlands , NCBroker
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Ryan Lewis RuffCRD 7925115 · Charlotte, NCBroker
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Paul R RuliffsonCRD 7599616 · Phoenix, AZIA RegisteredBroker
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Leah Rachel SabenCRD 6708989 · Raleigh, NCBroker
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Mounir Morcos SaidCRD 4787427 · Mission Viejo, CAIA RegisteredBroker
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Craig Daniel SaurerCRD 4529449 · Charlotte, NCIA RegisteredBrokerDisclosure event(s) on record
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Jodi ScottCRD 7922055 · Knightdale, NCIA RegisteredBroker
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Brian Merritt SherwoodCRD 4584548 · Charlotte, NCIA RegisteredBroker
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Serina M. ShoresCRD 4076684 · New Albany , OHIA RegisteredBrokerDisclosure event(s) on record
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Stefanie M. ShubaCRD 4940336 · Spartanburg, SCBroker
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Ricky Paul SloanCRD 6159476 · Raleigh, NCIA RegisteredBroker
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Angela Hughes SmelcerCRD 4365662 · Raleigh, 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.