EG
Eugenia E. Grimmer
FIRST CITIZENS INVESTOR SERVICES
Wilmington, NC 28403
Some features on this profile are disabled
CRD#: 6290174
EG
Professional summary
Eugenia Elizabeth Grimmer, who also goes by Eugenia Elizabeth Grimmer, Gina Grimmer, Eugenia E Grimmer, Eugenia Elizabeth Pilkins, is a registered financial advisor currently at FIRST CITIZENS INVESTOR SERVICES, INC. located in Wilmington, North Carolina.
Eugenia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Eugenia has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eugenia Elizabeth Grimmer | Gina Grimmer | Eugenia E Grimmer | Eugenia Elizabeth Pilkins
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) RENTAL PROPERTY - MERCER POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: 450 Mercer Ave, Wilmington NC 28403, United States DESCRIPTION: Short term rental property 2) RENTAL PROPERTY - NEW RIVER POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 2210 New River Inlet Rd, Unit 158, North Topsail Island NC 28460, United States DESCRIPTION: Short term rental property 3) GRIMMER TACTICAL SOLUTIONS LLC POSITION: Partner NATURE: This is my husband's side business. He is in the military and has a small business where he periodically will speak and train military and civilians in self defense and safe firearm handling. I do not do anything for this business, I am only on the LLC in an administrative capacity in the event that something needs to be handled while he is deployed. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 2/21/2024 ADDRESS: Home DESCRIPTION: This is my husband's side business. He is in the military and has a small business where he periodically will speak and train military and civilians in self defense and safe firearm handling. I do not do anything for this business, I am only on the LLC in an administrative capacity in the event that something needs to be handled while he is deployed. 4) GRIMMER GETAWAYS LLC POSITION: Partner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2024 ADDRESS: Home DESCRIPTION: This is an LLC owned and operated by me and my husband, Kertis D Grimmer, for the purpose of managing our rental properties 5) PENDER SHERIFF'S CHARITABLE FOUNDATION POSITION: Board Member NATURE: Board Position (including at a Non-profit) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2024 ADDRESS: 605 E Fremont St, Burgaw NC 28425, United States DESCRIPTION: PSCF serves as a conduit for businesses, faith communities, and individuals to partner through donations, services, goods, and volunteer time in an effort to support our local sheriff organization to make Pender county a safer place by providing basic law enforcement services, as well as to fight drug and human trafficking, new tactical gear for SWAT, and provide employee recognition.
CRS (Client Relationship Summary) - RIA
Click below to view Eugenia Elizabeth Grimmer's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Eugenia Elizabeth Grimmer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 24, 2024 - Present
FIRST CITIZENS INVESTOR SERVICES, INC.
Office #1: 1910 Eastwood Road, Wilmington, NC 28403RIA
BD
CRD#: 44430
Wilmington, NC
Current
January 24, 2024 - Present
FIRST CITIZENS INVESTOR SERVICES, INC.
Office #1: 1910 Eastwood Road, Wilmington, NC 28403RIA
BD
CRD#: 44430
Wilmington, NC
Past
June 14, 2021 - December 21, 2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
HAMPSTEAD, NC
Past
June 14, 2021 - December 21, 2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
NEW YORK, NY
Past
August 14, 2015 - May 12, 2021
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
WILMINGTON, NC
Past
March 3, 2014 - May 12, 2021
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WILMINGTON, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FIRST CITIZENS INVESTOR SERVICES, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
CRD#: 44430 / SEC#: 801-57302, 8-50696
RIA
Registered Investment Advisory firm - SEC (2/22/2000 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Illinois(4/8/2024)
RR
New Hampshire(4/16/2025)
RR
North Carolina(1/24/2024)
IAR
North Carolina(1/24/2024)
RR
South Carolina(9/16/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FIRST CITIZENS INVESTOR SERVICES, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
CRD#: 44430 / SEC#: 801-57302, 8-50696
RIA
Registered Investment Advisory firm - SEC (2/22/2000 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information
Main Address
8540 Colonnade Center Drive, Raleigh, NC 27615-3052
Mailing Address
P.o. Box 27131, Raleigh, NC 27611-7131
Phone number
(919) 986-3546
Established
North Carolina since 01/11/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
322
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 |
|---|---|---|
| 01/13/2025 |
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.
