Wealth Manager
    SEC Registered
    Manages Private Funds

    First Citizens Investor Services, Inc.

    Registered investment advisor · Raleigh, North Carolina · CRD #44430

    Assets Under Management
    $2.6B
    Client Accounts
    7,645
    Employees
    352
    CRD Number
    44430
    Registration
    SEC Registered
    Custodian
    Pershing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About First Citizens Investor Services, Inc.

    First Citizens Investor Services, Inc. offers investment advisory and portfolio management services. It is a subsidiary of First Citizens BancShares. The firm is registered with FINRA and the SEC.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for First Citizens Investor Services, Inc.

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    Frequently Asked Questions

    What is First Citizens Investor Services, Inc.'s AUM?

    First Citizens Investor Services, Inc. reports approximately $2.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is First Citizens Investor Services, Inc. headquartered?

    First Citizens Investor Services, Inc. is headquartered in Raleigh, North Carolina.

    What is First Citizens Investor Services, Inc.'s CRD number?

    First Citizens Investor Services, Inc.'s CRD number is 44430. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does First Citizens Investor Services, Inc. manage?

    First Citizens Investor Services, Inc. manages approximately 7,645 client accounts according to its latest SEC filing.

    Is First Citizens Investor Services, Inc. SEC registered?

    Yes, First Citizens Investor Services, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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