Brent
Ciliano

First Citizens Investor Services, Inc

CRD#3058895
Investment Advisor
in Raleigh, NC
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About this Advisor

Brent Ciliano is a chartered financial analyst based in Raleigh, North Carolina, with a total of 11 years of professional experience. Ciliano works at First Citizens Investor Services, Inc. During their career, Ciliano has held roles at Goldman Sachs, Congress Asset Management, Quasar Distributors, LLC, Congress Capital Partners, Llp, First Citizens Investor Services and First Citizens Bank. Ciliano maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. First Citizens Investor Services, Inc is a registered investment company that has its headquarters in Raleigh, North Carolina. It has offices in 72 locations and a total of 153 advisors. It manages $733 million in total assets across its 2,713 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves three charities and foundations. Of its 2,713 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in investable assets. First Citizens Investor Services, Inc performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely depend on the type of services. However, fees charged by First Citizens Investor Services, Inc likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

11 years

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

Disclosures

No

Office Location

4300 Six Forks Road
Raleigh, NC 27609

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$789,738,688

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

177

NC Average: 22
Total Number of Accounts

3,330

NC Average: 1,917
Average Account Size

$237,159

NC Average: $1,890,985

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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 11 years of experience.

2015 - Present (4 years)

First Citizens Investor Services

2015 - Present (4 years)

First Citizens Bank

2014 - 2015 (1 year)

Congress Capital Partners, Llp

2014 - 2015 (1 year)

Congress Asset Management

2012 - 2014 (2 years)

Congress Asset Management

2012 - 2015 (3 years)

Quasar Distributors, LLC

2007 - 2012 (5 years)

Goldman Sachs

Disclosures

Brent Ciliano has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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