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Felicia Stitt

Investment adviser representative at First Citizens Investor Services, Inc.
21 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

21 years in the industry.

  1. First Citizens Investor Services, Inc.Jan 2022 to now
  2. First Citizens BankJan 2022 to Mar 2023
  3. Equitable Advisors, LLCOct 2020 to Jan 2022
  4. UnemployedJul 2020 to Oct 2020
  5. Vitamin ShoppeNov 2019 to Jul 2020
  6. Pancho Villa Mexican RestaurantNov 2018 to Jul 2019
  7. Red Roof InnSep 2018 to Dec 2018
  8. University of North Carolina WilmingtonAug 2018 to May 2020
  9. Little CaesarsMay 2017 to Aug 2017
  10. Muskegon Community CollegeAug 2015 to Aug 2018
  11. Fremont Public SchoolsAug 2005 to May 2017

Exams passed

  • 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
7309374
Firm CRD
44430
Advisor's SEC record (opens in a new tab)
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