Donna
Morris

First Citizens Investor Services, Inc

CRD#6610967
Investment Advisor
in Charlotte, NC

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About this Advisor

Donna Morris is a financial advisor based in Charlotte, North Carolina, working with First Citizens Investor Services, Inc. Donna has previously held positions at First Citizens Bank, First Citizens Investor Services, and Mo Ho Inc. Donna has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in South Carolina. Currently, Donna is part of First Citizens Investor Services, Inc, which operates out of Charlotte, North Carolina. The firm has 107 offices and 235 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at First Citizens Investor Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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 S Tryon Street
Charlotte, NC 28202

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$1,729,333,096

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

235

NC Average: 22
Total Number of Accounts

6,086

NC Average: 1,917
Average Account Size

$284,149

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

Donna Morris Work History

2019 - Present (5 years)

First Citizens Investor Services

2019 - Present (5 years)

Mo Ho Inc

2016 - 2019 (3 years)

First Citizens Investor Services

2004 - 2019 (15 years)

First Citizens Bank

Disclosures

Please visit the SEC profile of Donna Morris 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

Adrian Orozco
Raleigh, NC
Erica Gahm
Raleigh, NC
Robert Lane
Charlotte, NC
William Norman
Raleigh, NC
Nicholas Loeper
Raleigh, NC
Christopher Bettis
Raleigh, NC
Timothy Sumner
Clinton, NC
Michael Taylor
Wilmington, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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