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Charles Falconer III McCallum

Director, Senior Director Wealth Risk & GovernanceFirst Citizens Investor Services, Inc.CRD 2697260

About Charles Falconer III McCallum

Charles Falconer III McCallum is listed as Director, Senior Director Wealth Risk & Governance at First Citizens Investor Services, Inc. in Raleigh, NC. Form ADV reports a beneficial ownership band of Under 5%. Charles Falconer III McCallum is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of First Citizens Investor Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charles Falconer III McCallum work?

Charles Falconer III McCallum is listed as Director, Senior Director Wealth Risk & Governance at First Citizens Investor Services, Inc. on SEC Form ADV.

How much of First Citizens Investor Services, Inc. does Charles Falconer III McCallum own?

Form ADV reports a beneficial ownership band of Under 5%.

First Citizens Investor Services, Inc.

TitleDirector, Senior Director Wealth Risk & Governance
OwnershipUnder 5%
Control personYes
Since2024
View First Citizens Investor Services, Inc. →

First Citizens Asset Management, Inc

TitleDirector
OwnershipUnder 5%
Control personYes
Since2024
View First Citizens Asset Management, Inc →