Christopher John Kriak
Investment adviser representative at First Citizens Investor Services, Inc.
12 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 yearsFirm in business
Are you Christopher John Kriak? 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
12 years in the industry.
- First Citizens Investor Services, Inc.Sep 2024 to now
- LPL Financial LLCMay 2023 to Sep 2024
- Massmutual Life Insurance CoMay 2021 to May 2023
- MML Investors Services, LLCMay 2021 to May 2023
- Benchmark Advisory Services, LLCSep 2020 to Apr 2021
- Benchmark Investments, Inc.Sep 2020 to Apr 2021
- Hendrick Motors CharlotteJul 2019 to Sep 2020
- Wells FargoMar 2019 to Jun 2019
- PNC InvestmentsAug 2016 to Mar 2019
- PNC Bank NAJun 2014 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6215860
- Firm CRD
- 44430