First Citizens Capital Securities, LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
41
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
41504
Registered since
October 28, 1996

Firm profile

FINTRX

Overview

First Citizens Capital Securities, LLC is organized as a limited liability company and is classified as an investment bank. The firm has been SEC-registered since 1996. It is identified as a domestic entity with individual ownership and is not positioned as a capital allocator or a multi-state investment adviser. The firm does not report active ESG investing activity, is not a pension consultant, and does not list any related adviser relationships in the summary data. The snapshot does not present a typical asset-management profile: the firm appears to function on the investment-banking/brokerage side rather than as a discretionary money manager. Fee structure, specific business lines, and advisory activities were not supplied in the data provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 41
  • Sarah Warren

    Sarah Warren

    Managing DirectorCRD 5192491

  • Salvatore Vitale

    Managing DirectorCRD 2688348

  • David Gilio

    David Gilio

    Managing DirectorCRD 3064506

Unlock 38 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
11 W 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth