Nikolas Riley Boone
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.Aug 2026 to now
- First Citizens BankJun 2026 to now
- Country & Lake Life Financial Strategies, LLCDec 2025 to Jun 2026
- Nylife Securities LLCOct 2025 to Jun 2026
- New York Life Insurance CompanySep 2025 to Jun 2026
- Roanoke CollegeAug 2021 to May 2025
- KrogerJul 2017 to Sep 2025
- Cave Spring High SchoolJul 2017 to Jun 2021
- Cave Spring Middle SchoolAug 2014 to Jun 2017
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 (VA).
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
- 8149630
- Firm CRD
- 44430