| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Falconer III McCallum Control | Director, Senior Director Wealth Risk & Governance | Under 5% | 2024 |
| David Lee Biliter Control | Director, President | Under 5% | 2020 |
| First-Citizens Bank & Trust Company Control | 100% Owner | Over 75% | 1994 |
First Citizens Investor Services, Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.
First Citizens Investor Services, Inc. reports 322 employees.
First Citizens Investor Services, Inc. is based in Raleigh, NC and has been SEC-registered since 2000.
First Citizens Investor Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8540 Colonnade Center Drive, Raleigh, NC 27615-3052 |
| Phone | 800-229-0205 |
| Fax | 919-716-2230 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1051487 |
| Discloses disciplinary history | Yes |
| Discretionary | $2.09B |
| Non-discretionary | $8M |
| Total (RAUM) | $2.1B |