Michael Timothy Ryan
Investment adviser representative at First Citizens Investor Services, Inc.
11 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 yearsFirm in business
Are you Michael Timothy Ryan? 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
11 years in the industry.
- First Citizens Investor Services, Inc.Mar 2026 to now
- Truist Advisory Services, Inc.Feb 2021 to Mar 2026
- Truist Investment Services, Inc.Feb 2021 to Mar 2026
- Bb&t Securities, LLCNov 2019 to Mar 2026
- Wells Fargo Clearing Services, LLCNov 2016 to Nov 2019
- Wells Fargo AdvisorsApr 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 6481719
- Firm CRD
- 44430