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Michael Mcnabb

First Citizens Investor Services, INC.
28 Years of Experience
Boston, MA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Michael Mcnabb is a registered investment advisor at First Citizens Investor Services, INC., based in Boston, MA, with 28 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,645 clients with $2.6B in assets under management.

First Citizens Investor Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
432 advisors
Number of Clients
7,645 clients
Average Client Portfolio
$344K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.30%
$100K - $250K1.20%
$250K - $500K1.05%
$500K - $1.0M0.90%
$1M+0.85%

Fees represent maximum standard annual rates for primary programs and may vary based on account type and relationship size. Portfolio manager fees of up to 0.55% and tax-aware service fees of 0.053% may apply additionally in certain programs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

53 State St, 28th Floor, Boston, MA, 02109

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History

Regulatory History (1)
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Criminal
January 1977
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael owns rental property consisting of five condo rentals since 1992, with management outsourced. He dedicates minimal time to this activity.

Employment History
Current Registrations
First Citizens Investor Services, INC.Broker
January 2026 - Present · 9 mos
First Citizens Investor Services, INC.
December 2025 - Present · 10 mos
Svb Wealth
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2017 - July 2019 · 2 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
September 2016 - July 2019 · 2 yrs 10 mos
Apple Lane Advisory, LLC
October 2010 - July 2013 · 2 yrs 9 mos
Apple Lane Group LLCBroker
July 2010 - July 2013 · 3 yrs
Compass Capital Corporation
February 2008 - October 2010 · 2 yrs 8 mos
Compass Securities CorporationBroker
March 2007 - July 2010 · 3 yrs 4 mos
Citicorp Investment ServicesBroker
January 2005 - December 2005 · 11 mos
State Street Global Markets, LLCBroker
October 1992 - July 2003 · 10 yrs 9 mos
First Investors CorporationBroker
June 1983 - March 1984 · 9 mos
State Registrations8 states
CACTIAMANHNYTXVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Michael Mcnabb - Financial Advisor | TrueAdvisor