Troy
Talamelli

First Citizens Investor Services, Inc

CRD#3088305
Investment Advisor
in Charlotte, NC

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About this Advisor

Troy Talamelli is a financial advisor working out of Charlotte, North Carolina who has 1 year of industry experience. Talamelli is on the advisory team at First Citizens Investor Services, Inc. The advisor has gained experience at Axa Advisors, LLC, Allianz Global Investors Distributors LLC, Allianz Global Investors U.S. LLC, First Citizens Investor Services and Lpl Financial, LLC. Talamelli holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. First Citizens Investor Services, Inc is a company that has its headquarters in Raleigh, NC. It has offices in 73 locations and a total of 250 financial advisors. It has $2 billion in assets across its 5,949 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 15 charitable organizations. Of its 5,949 accounts, just 5% belong to high-net-worth clients who have greater than $1 million in investable assets. First Citizens Investor Services, Inc has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules depend on which services the firm provides the client. However, fee types charged by First Citizens Investor Services, Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

128 South Tryon Street
Charlotte, NC 28202

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$1,526,535,778

NC Average: $3,625,019,099
Total Number of Employees

250

NC Average: 22
Total Number of Accounts

5,949

NC Average: 1,917
Average Account Size

$256,604

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Troy Talamelli Work History

Troy has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

First Citizens Investor Services

2019 - 2022 (3 years)

Lpl Financial, LLC

2013 - 2019 (6 years)

Allianz Global Investors Distributors LLC

2013 - 2019 (6 years)

Allianz Global Investors U.S. LLC

2012 - 2013 (1 year)

Axa Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Troy Talamelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Citizens Investor Services, Inc

Michael Williamson
Mount Pleasant, SC
Cynthia Williams
Columbia, SC
Albert Stephens
Charlotte, NC
Lang Macbain
Raleigh, NC
Carrie Pedersen
Raleigh, NC
David Walters
Wilmington, NC
Brittany Munn
Hartsville, SC
Ricky Sloan
Raleigh, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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