Edward
Turrisi

First Citizens Investor Services, Inc

CRD#6896726
Investment Advisor
in Greenville, NC

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About this Advisor

Edward Turrisi is a financial advisor who works out of Greenville, North Carolina with a total of 4 years of industry experience. Turrisi is currently employed by First Citizens Investor Services, Inc. The advisor has gained experience at Wells Fargo Advisors, The Washington Trust Company, Johnston & Wales University, Edward Jones, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, 20/20 Vision Center and First Citizens Investor Services. Turrisi has 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 company based out of Raleigh, NC. It has offices in 73 locations and a total of 250 people on staff. It oversees $2 billion in assets among its 5,949 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 15 charities and foundations. Of its 5,949 client accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets. First Citizens Investor Services, Inc offers a diverse assortment 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 are based on which services are provided. However, fee types charged by First Citizens Investor Services, Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Office Location

2405 Stantonsburg Rd.
Greenville, NC 27834

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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

Edward Turrisi Work History

Edward has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

First Citizens Investor Services

2018 - Present (6 years)

20/20 Vision Center

2018 - 2018 (< 1 year)

Edward Jones

2018 - 2019 (1 year)

Wells Fargo Bank, Na

2018 - 2019 (1 year)

Wells Fargo Clearing Services, LLC

2017 - 2018 (1 year)

Wells Fargo Advisors

2011 - 2017 (6 years)

The Washington Trust Company

2010 - 2015 (5 years)

Johnston & Wales University

*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 Edward Turrisi 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

Carrie Pedersen
Raleigh, NC
Michael Williamson
Mount Pleasant, SC
David Walters
Wilmington, NC
Cynthia Williams
Columbia, SC
Brett Mcdonough
Wilmington, NC
Ricky Sloan
Raleigh, NC
Deborah Wright
Goldsboro, NC
David Lobeck
Charleston, SC

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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