Christopher S. Davisson
Professional summary
Christopher Shawn Davisson, who also goes by Chris Davisson, Chriss Davisson, Christopher Shawn Davisson, is a registered financial professional currently at FIRST CITIZENS INVESTOR SERVICES, INC. located in Charlotte, North Carolina.
Christopher is registered as a RR (Registered Representative) and started their career in finance in 2003. Christopher has worked at 8 firms and has passed the Series 63, Series 66, Series 6TO, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Christopher Shawn Davisson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 14, 2026 - Present
FIRST CITIZENS INVESTOR SERVICES, INC.
Office #1: 6501 Carnegie Boulevard, Charlotte, NC 28211November 29, 2024 - January 13, 2026
J.P. MORGAN SECURITIES LLC
September 9, 2016 - February 19, 2021
TRUIST ADVISORY SERVICES, INC.
August 4, 2015 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
August 4, 2015 - February 19, 2021
TRUIST INVESTMENT SERVICES, INC.
April 16, 2013 - July 21, 2015
WELLS FARGO CLEARING SERVICES, LLC
February 7, 2013 - July 21, 2015
WELLS FARGO CLEARING SERVICES, LLC
March 6, 2012 - January 10, 2013
FIFTH THIRD SECURITIES, INC.
October 23, 2009 - October 3, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 16, 2003 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, 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
(1/15/2026)
Exams
Series 6TO
Date: 11/29/2024
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 2/23/2024
General 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
