bank
First Citizens Investor Services
RALEIGH, NC
CRD: 44430
In PWD coverage since September 10, 2026 · 2 stories
$2.6BRegulatory AUMSEC Form ADV · Sep 26
352EmployeesForm ADV
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Sep 12 – Sep 26
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Max Ortiz
Sep 10 · to Wells Fargo Advisors
PWD coverage
Moves
Wells Fargo's $590 million month is really three small hires
Two of the three books came out of deposit-franchise brokerage programs, which is a cheaper second front than the wirehouse recruiting war admits.