Secretary · First Citizens Investor Services, Inc.
Amy Calvo Folk
CRD 8242628 · Named on Form ADV at one SEC-registered adviser
At a glance
First Citizens Investor Services, Inc., an SEC-registered broker-dealer firm based in Raleigh, NC with $2.6 billion in regulatory assets, lists Amy Calvo Folk on its Form ADV as Secretary, a control person.
Firms and roles
- First Citizens Investor Services, Inc.SecretaryBroker-dealer firm · Raleigh, NC · $2.6B in regulatory assets
AtlasMembers
Amy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- David Lee BiliterPresident, First Citizens Investor Services, Inc.
- Charles Falconer III McCallumSenior Director Wealth Risk & Governance, First Citizens Investor Services, Inc.
- Michael Lee LongestSenior Director Wealth Finance & Technology, First Citizens Investor Services, Inc.
- Michael Christopher WilsonWealth Management Executive, First Citizens Investor Services, Inc.
- Serina M. ShoresSenior Director Fcis Compliance, First Citizens Investor Services, Inc.
2 more people named with Amy on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.