Priti Jay Mora
Investment adviser representative at First Citizens Investor Services, Inc.
18 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 yearsFirm in business
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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
18 years in the industry.
- First Citizens Investor Services, Inc.May 2023 to now
- First Citizens BankMay 2023 to now
- Wells Fargo Clearing Services, LLCNov 2016 to May 2023
- Wells Fargo Advisors LLCDec 2010 to Nov 2016
- Wells Fargo Bank, N.A.Apr 2008 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5047734
- Firm CRD
- 44430