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Financial ADVSR advisor directory · SEC adviser records

First Citizens Investor Services, Inc. financial advisors in New York

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

The short answer

3 registered advisors work at First Citizens Investor Services, Inc. in New York, out of 370 nationwide; it's the firm's number 12 state by advisors, and the most are in New York (3). 1 list the CFP designation and 3 are also registered broker representatives.

First Citizens Investor Services, Inc. advisors by city in New York

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New York 3

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

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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 16Florida 11Virginia 10Georgia 9Pennsylvania 5Arkansas 3Arizona 3Kansas 3

Questions

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

3 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 370 at the firm nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

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

New York, with 3. First Citizens Investor Services, Inc. has advisors in 1 city in New York.

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

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.