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Robert Christopher Maloney

Investment adviser representative at First Citizens Investor Services, Inc.
11 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

11 years in the industry.

  1. First Citizens Investor Services, Inc.Jul 2024 to now
  2. First Citizens BankJul 2024 to now
  3. Howard Hanna Mortgage ServicesMar 2023 to Jul 2024
  4. Allen Tate MortgageApr 2015 to Mar 2023

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7954455
Firm CRD
44430
Advisor's SEC record (opens in a new tab)
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