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Financial ADVSR advisor directory · SEC adviser records

First Citizens Investor Services, Inc. financial advisors in San Francisco, CA

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

The short answer

4 registered advisors work at First Citizens Investor Services, Inc. in San Francisco, out of 370 at the firm nationwide; it ranks number 85 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

First Citizens Investor Services, Inc. advisors in San Francisco, 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 14Pasadena, CA 9Moncks Corner, SC 8Mooresville, NC 8Atlanta, GA 7Ft Lauderdale, FL 7Washington, PA 5Greenville, NC 4Asheville, NC 3Danville, VA 3Durham, NC 3

Other firms in San Francisco

All San Francisco advisors →

Morgan Stanley 418J.P. Morgan Securities LLC 294Merrill Lynch, Pierce, Fenner & Smith Incorporated 215UBS Financial Services Inc. 189Farther 131Wells Fargo Clearing Services, LLC 109Citigroup Global Markets Inc. 79Schwab Wealth Advisory, Inc. 75Iconiq Capital, LLC 73Charles Schwab & Co., Inc. 70Strategic Advisers LLC 65Parallel Advisors, LLC 54

Questions

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

4 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

First Citizens Investor Services, Inc. ranks number 85 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.

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

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.