Edward
Turrisi

First Citizens Investor Services, Inc

CRD#6896726
Investment Advisor
in Greenville, NC

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About this Advisor

Edward Turrisi is an advisor based in Greenville, North Carolina. Currently a registered advisor with First Citizens Investor Services, Inc, Turrisi has 10 years of professional experience in the financial advisory industry. Turrisi holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Turrisi can act as an advisor based out of North Carolina. During their career, Turrisi has held roles 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. First Citizens Investor Services, Inc is based out of Greenville, North Carolina, and operates out of 72 locations in the nation. In total, First Citizens Investor Services, Inc manages $981 million in assets covering 3,584 client accounts and retains more than 175 people. The firm's total assets under management makes it one of the bigger investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 2% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. First Citizens Investor Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

2405 Stantonsburg Rd.
Greenville, NC 27834

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$980,920,651

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

175

NC Average: 22
Total Number of Accounts

3,584

NC Average: 1,917
Average Account Size

$273,694

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

Edward Turrisi Work History

Edward has 10 years of experience.

2019 - Present (2 years)

First Citizens Investor Services

2018 - Present (3 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

Disclosures

Edward Turrisi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Andrew White
Augusta, GA
Edward Turrisi
Greenville, NC
Ryan Hedlund
Columbia, SC
Leigh Ann Rotz
Raleigh, NC
Matthew Golden
Columbia, SC
John Swindell
Raleigh, NC
John Liddicoat
Raleigh, NC

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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