Kyle Meek
Investment adviser representative at First Citizens Investor Services, Inc.
21 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 yearsFirm in business
Are you Kyle Meek? 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
21 years in the industry.
- First Citizens Investor Services, Inc.Nov 2025 to now
- Fist Citizens BankNov 2025 to now
- TD Bank N.A.Sep 2023 to Oct 2025
- TD Private Client Wealth LLCSep 2023 to Oct 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Sep 2023
- Bofa Securities, Inc.May 2019 to Jun 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to May 2019
- Bank of America, N.A.Oct 2004 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 3162117
- Firm CRD
- 44430