Amanda Gail Berry
Investment adviser representative at First Citizens Investor Services, Inc.
19 yearsExperience
2 statesRegistered in
$2.6BFirm assets
26 yearsFirm in business
Are you Amanda Gail Berry? 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
19 years in the industry.
- First Citizens Investor Services, Inc.Nov 2023 to now
- First Citizens BankJun 2022 to Apr 2026
- First Citizens Investor ServicesJun 2020 to Jun 2022
- First Citizen BankMar 2007 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 7265649
- Firm CRD
- 44430