Todd Stephen Tillotson
Investment adviser representative at First Citizens Investor Services, Inc.
16 yearsExperience
3 statesRegistered in
$2.6BFirm assets
26 yearsFirm in business
Are you Todd Stephen Tillotson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- First Citizens Investor Services, Inc.Oct 2023 to now
- Truist Advisory Services, Inc.Feb 2021 to Sep 2023
- Truist Investment Services, Inc.Feb 2021 to Sep 2023
- Suntrust Advisory Services, Inc.Nov 2020 to Feb 2021
- Suntrust BankDec 2019 to Feb 2021
- Suntrust Investment Services, Inc.Dec 2019 to Feb 2021
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&t BankJan 2015 to Feb 2021
- Bb&t Investment Services, Inc.Oct 2010 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (IL, NC, TX).
First Citizens Investor Services, Inc.
$2.6BAssets managed
7,645Clients
323Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2232375
- Firm CRD
- 44430