Thomas Cooper Smith
Investment adviser representative at First Citizens Investor Services, Inc.
16 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
16 years in the industry.
- First Citizens Investor Services, Inc.Jun 2025 to now
- First Citizens BankJun 2025 to Oct 2026
- First Citizens BankMay 2024 to Aug 2024
- Oak Valley Golf CourseApr 2024 to Jun 2025
- First Citizens BankMay 2023 to Aug 2023
- North Carolina State UniversityAug 2022 to May 2025
- Ymca Young Men's Christian AssociationJun 2022 to Aug 2022
- Members Credit UnionSep 2021 to Jun 2022
- Davie County SchoolsJun 2010 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- 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
- 8125736
- Firm CRD
- 44430