Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

First Citizens Investor Services, Inc. financial advisors in Pasadena, CA

Every SEC-registered investment adviser representative at a First Citizens Investor Services, Inc. office in Pasadena, A to Z.

The short answer

9 registered advisors work at First Citizens Investor Services, Inc. in Pasadena, out of 370 at the firm nationwide; it ranks number 21 in the city by advisors. 0 list the CFP designation and 9 are also registered broker representatives.

First Citizens Investor Services, Inc. advisors in Pasadena, A to Z

Every First Citizens Investor Services, Inc. advisor →

First Citizens Investor Services, Inc. advisors in every city and state →First Citizens Investor Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

First Citizens Investor Services, Inc. advisors in other cities

Raleigh, NC 91Charlotte, NC 54Columbia, SC 31Boston, MA 16Wilmington, NC 14Moncks Corner, SC 8Mooresville, NC 8Atlanta, GA 7Ft Lauderdale, FL 7Washington, PA 5Greenville, NC 4San Francisco, CA 4Asheville, NC 3Danville, VA 3Durham, NC 3

Other firms in Pasadena

All Pasadena advisors →

Morgan Stanley 129Merrill Lynch, Pierce, Fenner & Smith Incorporated 111Wells Fargo Clearing Services, LLC 93Wedbush Securities Inc. 84UBS Financial Services Inc. 58LPL Financial LLC 49Cetera Investment Advisers LLC 43J.P. Morgan Securities LLC 43Strategic Advisers LLC 39Charles Schwab & Co., Inc. 25Raymond James & Associates, Inc. 21Citigroup Global Markets Inc. 17

Questions

How many financial advisors does First Citizens Investor Services, Inc. have in Pasadena?

9 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in Pasadena, California, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 0 list the CFP designation and 9 are also registered as broker representatives.

Is First Citizens Investor Services, Inc. one of the largest advisor employers in Pasadena?

First Citizens Investor Services, Inc. ranks number 21 in Pasadena by registered advisors; Morgan Stanley has the most, with 129.

How do I check a First Citizens Investor Services, Inc. advisor in Pasadena?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the First Citizens Investor Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.