Brent
Ciliano
First Citizens Investor Services, Inc
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About this Advisor
Brent Ciliano is a chartered financial analyst operating out of Raleigh, North Carolina with a total of 8 years of industry experience. Ciliano works at First Citizens Investor Services, Inc. Over the course of their career, Ciliano has held roles at Congress Capital Partners, Llp, Congress Asset Management, First Citizens Investor Services, First Citizens Bank and Quasar Distributors, LLC. Ciliano maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. First Citizens Investor Services, Inc is a firm headquartered in Raleigh, NC. The firm has offices in 73 locations and a total of 250 employees. It oversees $2 billion in total assets among its 5,949 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 15 charitable organizations. Of its 5,949 client accounts, just 5% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually are based on the financial services. Fee types billed by First Citizens Investor Services, Inc may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,526,535,778
250
5,949
$256,604
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
Brent Ciliano Work History
Brent has been registered as a financial advisor for 8 years.*
First Citizens Investor Services
First Citizens Bank
Congress Capital Partners, Llp
Congress Asset Management
Quasar Distributors, LLC
Congress Asset Management
*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 Brent Ciliano 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
Charlotte, NC
Charleston, SC
Mount Pleasant, SC
Durham, NC
Charlotte, NC
Goldsboro, NC
Columbia, SC
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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