Liam Daniel Powlen
Investment adviser representative at First Citizens Investor Services, Inc.
12 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
12 years in the industry.
- First Citizens Investor Services, Inc.Nov 2025 to now
- Fidelity InvestmentsJul 2021 to Nov 2025
- Wny Sustainable Business RoundtableSep 2020 to Dec 2020
- Pie O Mine IncOct 2018 to Jul 2021
- Pizza Gustosa IncJun 2018 to Jul 2019
- Faculty Students Association of SunyabDec 2017 to Sep 2018
- University At BuffaloAug 2017 to May 2021
- Offaly Dining Inc Timothy PatricksJul 2017 to Aug 2017
- Tri-way Farms IncJul 2017 to Jul 2017
- Bill Grays IncMay 2016 to Aug 2020
- Penfield High SchoolSep 2013 to Jun 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
- 7421648
- Firm CRD
- 44430