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John Thomas Tierney

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.

  1. First Citizens Investor Services, Inc.Oct 2025 to now
  2. Wells Fargo Clearing Services, LLCMay 2023 to Sep 2025
  3. Best Impressions CaterersMar 2023 to Mar 2023
  4. The WarmackFeb 2023 to Mar 2023
  5. Ns1Oct 2021 to Feb 2023
  6. The Vanguard Group, Inc.Sep 2020 to Jul 2021
  7. Tech USA, LLCDec 2018 to Sep 2020
  8. Bonefish GrillAug 2017 to Jan 2019
  9. Queen City QOct 2016 to Sep 2017
  10. University of North Carolina At CharlotteAug 2012 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2026

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
7293525
Firm CRD
44430
Advisor's SEC record (opens in a new tab)
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