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 9 of 11

• William Jackson SmithCRD 6181598 · Durham, NC
  IA RegisteredBroker
• Scott SoenenCRD 4717864 · North Charleston, SC
  IA RegisteredBroker
• Robert Edward SpiresCRD 2311376 · Columbia, SC
  IA RegisteredBroker
• Jonathan L SteinerCRD 2157249 · Raleigh, NC
  IA RegisteredBroker
• Felicia StittCRD 7309374 · Jacksonville, NC
  IA RegisteredBroker
• Nathan StoufferCRD 7683461 · Greenville, SC
  IA RegisteredBroker
• Phillip Randal StricklandCRD 5374208 · Raleigh, NC
  Broker
• Darien Alan SwensonCRD 5389023 · Clemson, SC
  IA RegisteredBroker
• Destin Delos Santos SchroederCRD 8024102 · Rock Hill, SC
  Broker
• Christa Lanier ScottCRD 8147329 · Kinston, NC
  Broker
• Michael John SeddonCRD 8034596 · Raleigh, NC
  BrokerRegistration inactive
• Katelyn Elizabeth SessomsCRD 7925093 · Clinton, NC
  Broker
• Savannah Kaitlyn SextonCRD 8024746 · Kernseville, NC
  Broker
• Justin Jeffrey SheikCRD 5955429 · Greenville, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Miranda Ann ShelpCRD 6927292 · Greenville, NC
  IA RegisteredBroker
• Parker Nelson SheppardCRD 8125714 · Louisburg, NC
  Broker
• Anna Claire SherrillCRD 7349902 · White Sulphur Springs, WV
  Broker
• Scott Kirk ShriverCRD 2088848 · Charlottesville, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Patrick Daniel SkovranCRD 7983603 · San Francisco, CA
  IA RegisteredBroker
• Amy Fitzsimmons SmithCRD 6905030 · Landrum, SC
  Broker
• Dillon Edward SmithCRD 7602212 · Columbia, SC
  IA RegisteredBroker
• Emmitt SmithCRD 5901636 · Alpharetta, GA
  IA RegisteredBroker
• James Lucas SmithCRD 8105149 · Raleigh, NC
  Broker
• Thomas Cooper SmithCRD 8125736 · Winston-Salem, NC
  Broker
• Courtney Grace SpagnaCRD 7635744 · New York, NY
  IA RegisteredBroker
• Destiny Spangler-PereiraCRD 8024083 · Fuquay- Varina , NC
  Broker
• Angela Lorraine Spann HofnagelCRD 8057491 · Raleigh, NC
  Broker
• David Wayne SpinksCRD 7517659 · Alpharetta, GA
  IA RegisteredBroker
• Susan StampCRD 2786715 · Matthews, NC
  Broker
• Precious Devine StansberryCRD 7637463 · Cypress, TX
  IA RegisteredBroker
• Kayleigh StapelCRD 8114830 · Lenoir, NC
  Broker
• Daniel Lee StarlingCRD 7494941 · Dillon, SC
  IA RegisteredBroker
• Kristi Harris StevensonCRD 7332249 · Mooresville, NC
  Broker
• Andrea StewartCRD 7610279 · Pinehurst, NC
  IA RegisteredBroker
• Max Clinton StoneCRD 8162678 · Black Mountain, NC
  Broker
• Henry Victor StotzCRD 7245303 · Raleigh, NC
  IA RegisteredBroker
• Rachel Caroline SummertonCRD 7319569 · Columbia, SC
  IA RegisteredBroker
• Lisa Renee SwartzCRD 7574938 · Boonville, NC
  Broker
• Darby John SweetzCRD 8024084 · Concord, NC
  Broker
• John Parker SwisherCRD 8031056 · Matthews, NC
  Broker
• Warren Michael SypineroCRD 4318104 · Beverly Hills, CA
  IA RegisteredRegistration inactive
• Kevin Scott TamsonCRD 3089081 · Raleigh, NC
  IA RegisteredBroker
• Dan Richardson ThomasonCRD 4875650 · Durham, NC
  IA RegisteredBroker
• Elisha Elizabeth ThompsonCRD 6087007 · Fairview, NC
  Broker
• Nathan Webb ThompsonCRD 2983659 · Raleigh, NC
  Broker
• John Thomas TierneyCRD 7293525 · Charlotte, NC
  IA RegisteredBroker
• Todd Stephen TillotsonCRD 2232375 · Raleigh, NC
  IA RegisteredBroker
• Thad Eugene TuckerCRD 2876072 · Madison, NC
  IA RegisteredBroker
• Alexander Holt TalleyCRD 6984078 · Charlotte, NC
  IA RegisteredBroker
• Latisha Nicole Neal TaylorCRD 7062689 · Greensboro, NC
  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.