FIRST CITIZENS INVESTOR SERVICES, INC.

CRD 44430 · SEC 801-57302

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8540 COLONNADE CENTER DRIVE, RALEIGH, NC, 27615-3052, United States

Phone

800-229-0205

Fax

919-716-2230

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.63B

Discretionary AUM

$3.2M

Team

352 total employees; 164 advisory reps

Clients

More than 500

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-05-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	6918	$1.59B
High net worth individuals	645	$1.02B
Corporations/business entities	82	$20.4M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://WWW.FIRSTCITIZENS.COM/wealth
https://www.Linkedin.Com/First Citizens Investor Services, Inc.

Official SEC filing: View on IAPD