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Dwight Mathis
Financial advisor at First Citizens Investor Services
Dwight Mathis is a fiduciary financial advisor in Boston, Massachusetts, with 28 years in the industry. Dwight joined First Citizens Investor Services in 2024, after seven years at Merrill and a year at Truist Advisory Services. Dwight holds the CFP® designation.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 8% by experience at First Citizens Investor Services
Office53 State St 28th Floor, Boston, MA 02109
How the firm is paid ?Percent of assets
Typical client at the firm ?$344,524
Advisors at the firm406
States licensed ?1 state
Services through First Citizens Investor Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowSVB WealthCurrent
- 2024 – nowFirst Citizens Investor Services, Inc.Current firm
- 2017 – 2024MerrillPreviously
- Sep 2016 – Jun 2017Truist Advisory Services, Inc.Previously
- Jul 2016 – Dec 2016Truist Investment Services, Inc.Previously
- 2001 – 2016MerrillPreviously
Contact Dwight
53 State St 28th FloorBoston, MA 02109Office · Get directions Firm main line(800) 229-0205Headquarters: First Citizens Investor Services · Raleigh, NC Firm websitewww.firstcitizens.com/wealth
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Questions to ask Dwight
Tailored to Dwight’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dwight
How do I contact Dwight?
Call First Citizens Investor Services at (800) 229-0205 and ask for Dwight Mathis. Dwight works from the Boston, MA office.
How long has Dwight been a financial advisor?
Dwight has been in the industry since 1998, about 28 years. Top 8% by experience at First Citizens Investor Services.
What licenses does Dwight hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dwight a fiduciary?
Dwight is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dwight paid?
First Citizens Investor Services reports being paid by a percentage of the assets they manage. Ask Dwight for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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