Adviser and broker representative · First Citizens Investor Services, Inc.

Cheryl Hom

CRD 4971849 · Pasadena, CA

At a glance

Cheryl Hom is an investment adviser representative with First Citizens Investor Services, Inc. in Pasadena, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Cheryl’s SEC record dates to 2005, about 21 years ago. Cheryl is also registered as a broker representative.

Current advisory firm

First Citizens Investor Services, Inc.Since May 2023Pasadena, CA · $2.6B in regulatory assets

SEC adviser record

Registered since: 2005 (21 years)
Designations: None on file
Exams: Series 66
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Cheryl’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: 4 firmsLocked
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

Open Atlas free Member sign in

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.

Every advisor at First Citizens Investor Services, Inc. →First Citizens Investor Services, Inc.: assets, clients and custodians →Financial advisors in Pasadena, CA →Every First Citizens Investor Services, Inc. advisor in Pasadena →Advisor Moves: who changed firms this week →