Stephen
Kanoy

First Citizens Investor Services, Inc

CRD#4709997
Investment Advisor
in Raleigh, NC

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About this Advisor

Stephen Kanoy is a financial advisor based in Raleigh, North Carolina, working with First Citizens Investor Services, Inc. Stephen has previously held positions at Bb&T Bank, Bb&T Investments, Bb&T Securities, LLC, Bb&T, Truist Investment Services, Inc, Truist Advisory Services, Inc, First Citizens Bank, and First Citizens Investor Services. Stephen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Stephen is part of First Citizens Investor Services, Inc, which operates out of Raleigh, 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

4300 Six Forks Road
Raleigh, NC 27609

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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

Stephen Kanoy Work History

2023 - Present (2 years)

First Citizens Bank

2023 - Present (2 years)

First Citizens Investor Services

2021 - 2023 (2 years)

Truist Investment Services, Inc

2021 - 2023 (2 years)

Truist Advisory Services, Inc

2019 - 2021 (2 years)

Bb&T

2018 - 2021 (3 years)

Bb&T Securities, LLC

2011 - 2019 (8 years)

Bb&T Bank

2011 - 2021 (10 years)

Bb&T Investments

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Stephen Kanoy 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

Jaymi Dragonetti
Fayetteville, NC
Christopher Bettis
Raleigh, NC
Joseph Zarzycki
Raleigh, NC
Timothy Sumner
Clinton, NC
Dasha Harrell
Charlotte, NC
Adrian Orozco
Raleigh, NC
Carl Robinson
Boston, MA
James Martin
Goldsboro, 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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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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