Bobbie Cosgrove
Professional summary
Bobbie Cosgrove, who also goes by Bobbie L Cosgrove, Bobbie Lee Cosgrove, Bobbie C Lander, is a registered financial professional currently at FIRST CITIZENS INVESTOR SERVICES, INC. located in Monroeville, Pennsylvania.
Bobbie is registered as a RR (Registered Representative) and started their career in finance in 2003. Bobbie has worked at 7 firms and has passed the Series 65, Series 63, Series 6TO, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Bobbie Cosgrove's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 6, 2026 - Present
FIRST CITIZENS INVESTOR SERVICES, INC.
February 27, 2024 - May 10, 2024
CORECAP ADVISORS
February 23, 2024 - May 10, 2024
CORECAP INVESTMENTS, LLC
June 4, 2015 - December 8, 2023
THE HUNTINGTON INVESTMENT COMPANY
June 4, 2015 - December 8, 2023
THE HUNTINGTON INVESTMENT COMPANY
June 18, 2013 - May 2, 2015
CITIZENS SECURITIES, INC.
February 11, 2013 - May 2, 2015
CITIZENS SECURITIES, INC.
November 13, 2009 - January 15, 2013
PNC WEALTH MANAGEMENT LLC
July 18, 2003 - November 13, 2009
NATCITY INVESTMENTS, INC.
Primary Firm SEC Registration
FIRST CITIZENS INVESTOR SERVICES, INC.
CRD#: 44430 / SEC#: 801-57302, 8-50696
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 7/6/2026
Investment Company Products/Variable Contracts Representative ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
FIRST CITIZENS INVESTOR SERVICES, INC.
CRD#: 44430 / SEC#: 801-57302, 8-50696
Contact information
SEC notice filing (51 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIRST-CITIZENS BANK & TRUST COMPANY | 100% OWNER | |
| BILITER, DAVID LEE | DIRECTOR, PRESIDENT | 1690995 |
| CECE, MARY | SECRETARY | 2135583 |
| LONGEST, MICHAEL LEE | DIRECTOR, SENIOR DIRECTOR WEALTH FINANCE & TECHNOLOGY | 6692593 |
| MARRONE, MARK STEPHEN | CHIEF COMPLIANCE OFFICER | 1987907 |
| MCCALLUM, CHARLES FALCONER III | DIRECTOR, SENIOR DIRECTOR WEALTH RISK & GOVERNANCE | 2697260 |
| WALSH, WILLIAM JAMES | DIRECTOR, FIRST CITIZENS OUTSIDE DIRECTOR | 4883580 |
| WILSON, MICHAEL CHRISTOPHER | DIRECTOR, WEALTH MANAGEMENT EXECUTIVE | 4301352 |
Regulatory assets under management
| Total Number of Accounts | 6,706 |
| AUM (Assets Under Management) | $ 2,098,769,026 |
Disclosures
| Regulatory Event | 2 |
| Arbitration | 4 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/30/2026 | ||
| 01/13/2025 |
Red Flags
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