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.
- First Citizens Investor Services, Inc.Jul 2024 to now
- Leith Land Rover of CaryMar 2024 to Jul 2024
- Empower Financial Services, IncMar 2023 to Mar 2024
- Keller Williams RaleighSep 2022 to Feb 2023
- Starlight HomesMay 2022 to Aug 2022
- Leith Audi CaryMar 2021 to Mar 2024
- Glen Laurel Country ClubJun 2020 to Feb 2021
- Ameriprise FinancialMar 2020 to Oct 2020
- Campbell University Av DepartmentSep 2019 to Mar 2020
- June-neri FinancialJul 2019 to Mar 2020
- Morris AssociatesDec 2018 to Feb 2019
- Campbell UniversityJan 2018 to Jun 2020
- North Carolina State UniversityAug 2017 to Dec 2017
- Johnston Community CollegeAug 2015 to Jun 2017
- L.L. Vann Electric, Inc.Jun 2015 to Aug 2017
- 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