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Henry Victor Stotz

Investment adviser representative at First Citizens Investor Services, Inc.
13 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

13 years in the industry.

  1. First Citizens Investor Services, Inc.Jul 2024 to now
  2. Leith Land Rover of CaryMar 2024 to Jul 2024
  3. Empower Financial Services, IncMar 2023 to Mar 2024
  4. Keller Williams RaleighSep 2022 to Feb 2023
  5. Starlight HomesMay 2022 to Aug 2022
  6. Leith Audi CaryMar 2021 to Mar 2024
  7. Glen Laurel Country ClubJun 2020 to Feb 2021
  8. Ameriprise FinancialMar 2020 to Oct 2020
  9. Campbell University Av DepartmentSep 2019 to Mar 2020
  10. June-neri FinancialJul 2019 to Mar 2020
  11. Morris AssociatesDec 2018 to Feb 2019
  12. Campbell UniversityJan 2018 to Jun 2020
  13. North Carolina State UniversityAug 2017 to Dec 2017
  14. Johnston Community CollegeAug 2015 to Jun 2017
  15. L.L. Vann Electric, Inc.Jun 2015 to Aug 2017
  16. Corinth Holders High School and Johnston County Middle CollegeAug 2013 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2024

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
7245303
Firm CRD
44430
Advisor's SEC record (opens in a new tab)
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