Mary Catherine
Strassner

First Citizens Investor Services, Inc

CRD#5706541
Investment Advisor
in Hendersonville, NC

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About this Advisor

Mary Catherine Strassner is a financial advisor based in Hendersonville, North Carolina. Currently a registered advisor with First Citizens Investor Services, Inc, Strassner has 13 years of experience in the financial advisory industry. Strassner has Series 63 and Series 66 licenses, certifying the advisor as a securities agent. Strassner can work with customers in North Carolina. Their career trajectory has included roles at First Citizens Investor Services and First Citizens Bank. First Citizens Investor Services, Inc is based out of Hendersonville, North Carolina, and has 72 other brick-and-mortar locations across the country. In total, First Citizens Investor Services, Inc oversees $981 million in assets dispersed across 3,584 client accounts and employs more than 175 people. The firm's total assets under management makes it one of the larger investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. First Citizens Investor Services, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

13 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

539 N. Main St.
Hendersonville, NC 28792

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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

Mary Catherine Strassner Work History

Mary Catherine has 13 years of experience.

2019 - Present (2 years)

First Citizens Investor Services

2009 - 2019 (10 years)

First Citizens Investor Services

2007 - 2019 (12 years)

First Citizens Bank

Disclosures

Mary Catherine Strassner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Matthew Golden
Columbia, SC
Ryan Hedlund
Columbia, SC
Andrew White
Augusta, GA
David Bratcher
Atlanta, GA
Craig Shively
Charlotte, NC
Isaac White
Raleigh, NC
Sarah Scheld
Huntersville, NC
John Swindell
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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