Ryan
Gripper

First Citizens Investor Services, Inc

CRD#6122710
Investment Advisor
in Columbia, SC

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About this Advisor

Ryan Gripper is a financial advisor based in Columbia, South Carolina, working with First Citizens Investor Services, Inc. Ryan has previously held positions at Bb&T, Wells Fargo Clearing Services, LLC, First Citizens Asset Management, First Citizens Investor Services, Cuso Financial Services, Lp, Bb&T Investment Services, Inc, and Td Ameritrade. Ryan has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Ryan is part of First Citizens Investor Services, Inc, which operates out of Columbia, South 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 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

2760 Clemson Road
Columbia, SC 29229

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$1,729,333,096

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

235

SC Average: 22
Total Number of Accounts

6,086

SC Average: 1,917
Average Account Size

$284,149

SC 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

Ryan Gripper Work History

2019 - Present (5 years)

First Citizens Asset Management

2019 - Present (5 years)

First Citizens Investor Services

2018 - 2019 (1 year)

Wells Fargo Clearing Services, LLC

2015 - 2018 (3 years)

Cuso Financial Services, Lp

2014 - 2015 (1 year)

Td Ameritrade

2012 - 2014 (2 years)

Bb&T

2012 - 2014 (2 years)

Bb&T Investment Services, Inc

Disclosures

Please visit the SEC profile of Ryan Gripper 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

Staci Mills
Charlotte, NC
Vernon Russ
Raleigh, NC
Joseph Zarzycki
Raleigh, NC
Carl Robinson
Boston, MA
Alexander Talley
Raleigh, NC
James Earle
New Bern, NC
Robert Lane
Charlotte, NC
Dasha Harrell
Charlotte, 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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