A complete list of active advisors currently associated with First Citizens Investor Services, Inc.

Warmer can help you find a great advisor at First Citizens Investor Services, Inc. or one who fits your needs even better.

First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, and charitable organizations. Its offerings include portfolio management through model portfolios and separately managed accounts, wrap‑fee programs, an automated Guided Investing platform, and financial planning. Advisers at the firm work with clients through interviews and questionnaires to assess goals, risk tolerance, and time horizon, and employ a mix of strategic and tactical asset‑allocation approaches using fundamental, quantitative, and technical analysis. Clients may engage the firm on either discretionary or non‑discretionary terms and may be managed directly by FCIS advisers or placed with FCIS‑designated third‑party Portfolio Managers; Pershing serves as the custodian and FCIS uses third‑party technology for its automated service. Noteworthy differences from many peers include FCIS’s reliance on asset‑based billing rather than fixed‑fee advisory arrangements and that the vast majority of its reported assets are managed on a non‑discretionary basis. The firm also offers complimentary financial planning, explicit tax‑aware services (including tax transition and tax‑loss harvesting), and discloses a past SEC enforcement matter related to mutual fund share‑class selection and its subsequent practice of crediting related distribution fees back to advisory accounts.

To learn more about the advisors currently working at First Citizens Investor Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.