CRD: 44430
First Citizens Investor Services, Inc.
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-16-1998
- Office Locations
- 273
Office Locations
About First Citizens Investor Services, Inc.
First Citizens Investor Services, Inc. is the investment services affiliate of First Citizens, serving retail and institutional clients with financial planning, portfolio construction, and self-directed investing support. Portfolios skew toward diversified ETF and public-fund allocations with complementary fixed income exposure. For distribution teams, the combination of Pershing custody and a large branch-based presence can enable broad advisor reach.
Team overview
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Owner & Executives
DAVID LEE BILITER
DIRECTOR, President
- CRD
- #1690995
- Ownership
- Less than 5%
MARY CECE
DIRECTOR, Secretary
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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HEATHER JOI ADAMS
--
- CRD
- #5548188
Landon Hoyt Adams
--
- CRD
- #8200477
Showing 2 of 719 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,153,383 | $286,671 |
| Non-Discretionary | $2,622,926,802 | $343,585 |
| Total | $2,626,080,185 | $343,503 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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