Samuel Eagan Welch
Investment adviser representative at First Citizens Investor Services, Inc.
10 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
10 years in the industry.
- First Citizens Investor Services, Inc.Jun 2025 to now
- Fidelity InvestmentsMay 2023 to Jun 2025
- Jersey MikesMay 2022 to Nov 2022
- StaplesNov 2020 to Jan 2021
- North Carolina State UniversityAug 2020 to May 2023
- KumonAug 2019 to Mar 2020
- East Chapel Hill High SchoolAug 2016 to Jun 2020
- Unc Faculty ClubMay 2016 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
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
- 7751307
- Firm CRD
- 44430