Dalton Lee Nicely
Investment adviser representative at First Citizens Investor Services, Inc.
14 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
14 years in the industry.
- Marvelous LightingJun 2026 to now
- First Citizens Investor Services, Inc.Apr 2026 to now
- Fust Citizens Investor ServicesMar 2026 to now
- Commonwealth Financial NetworkMay 2025 to Dec 2025
- Luminary Financial GroupMay 2025 to Dec 2025
- Eagle Strategies LLCMay 2025 to May 2025
- Anthony Wayne High SchoolOct 2024 to Mar 2026
- Nylife Securities LLC.Apr 2024 to May 2025
- New York LifeJun 2023 to May 2025
- White CapAug 2022 to May 2023
- UnemployedMar 2021 to Jun 2022
- US LumberSep 2020 to Feb 2021
- UnemployedApr 2020 to Sep 2020
- Srs DistributionOct 2019 to Apr 2020
- Beacon Roofing SupplySep 2018 to Sep 2019
- Mulehide ProductsAug 2017 to Sep 2018
- University of FindlayJul 2012 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 6505607
- Firm CRD
- 44430