Adviser and broker representative · First Citizens Investor Services, Inc.
Andrea Stewart
CRD 7610279 · Raleigh, NC
At a glance
Andrea Stewart is an investment adviser representative with First Citizens Investor Services, Inc. in Raleigh, NC, according to the SEC’s Investment Adviser Public Disclosure records. Andrea is also registered as a broker representative.
Current advisory firm
- First Citizens Investor Services, Inc.Since December 2025Raleigh, NC · $2.6B in regulatory assets
SEC adviser record
- Registered since
- 2025
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Andrea’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at First Citizens Investor Services, Inc.
- Heather J. AdamsRaleigh
- Joshua L. AlfordRaleigh · Certified Financial Planner
- Brian J. AndersonRaleigh
- Demaris K. ArceneauxRaleigh
- David K. BeanRaleigh
- Jesse S. BencivengaRaleigh
- David L. BiliterRaleigh · Certified Financial Planner
- Amanda K. BlackRaleigh
Every advisor at First Citizens Investor Services, Inc. →First Citizens Investor Services, Inc.: assets, clients and custodians →Financial advisors in Raleigh, NC →Every First Citizens Investor Services, Inc. advisor in Raleigh →Advisor Moves: who changed firms this week →