Anthony Charles Valerio
Investment adviser representative at First Citizens Investor Services, Inc.
10 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 yearsFirm in business
Are you Anthony Charles Valerio? 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
10 years in the industry.
- First Citizens Investor Services, Inc.Dec 2025 to now
- UnemployedApr 2025 to Dec 2025
- Wells Fargo Bank, NAJun 2019 to Apr 2025
- Wells Fargo Clearing Services, LLCJun 2019 to Apr 2025
- The Prudential Insurance Company of AmericaNov 2016 to Jun 2019
- NutricellJul 2016 to Apr 2017
- Pruco Securities, LLCApr 2016 to Jun 2019
- 7th Avenue SocialJan 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
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
- 6680005
- Firm CRD
- 44430