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 Florida

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

The short answer

10 registered advisors work at First Citizens Investor Services, Inc. in Florida, out of 370 nationwide; it's the firm's number 5 state by advisors, and the most are in Ft Lauderdale (7). 0 list the CFP designation and 10 are also registered broker representatives.

First Citizens Investor Services, Inc. advisors by city in Florida

Every firm in Florida →

Ft Lauderdale 7Palm Beach Gardens 2Jupiter 1St Petersburg 1

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

Search by name →

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

First Citizens Investor Services, Inc. in other states

North Carolina 216South Carolina 61California 18Massachusetts 16Virginia 10Georgia 9Pennsylvania 5Arkansas 3Arizona 3Kansas 3New York 3

Questions

How many First Citizens Investor Services, Inc. financial advisors are in Florida?

10 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 370 at the firm nationwide. 0 list the CFP designation and 10 are also registered as broker representatives.

Where in Florida does First Citizens Investor Services, Inc. have the most advisors?

Ft Lauderdale, with 7, then Palm Beach Gardens (2). First Citizens Investor Services, Inc. has advisors in 4 cities in Florida.

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

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.