Supreme Alliance
47yrs
Top advisor by experience in Charlotte
17yrs
Ethan Van Eck
Full name on record: Ethan Seth Van Eck
Financial advisor at First Citizens Investor Services
Based in Charlotte, North Carolina, Ethan Van Eck is a fiduciary financial advisor with 17 years of industry experience. Ethan joined First Citizens Investor Services in 2024, after three years at Truist Advisory Services and three years at BB&t Securities. First Citizens Investor Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 63% of advisors in Charlotte
Office128 S Tryon Street, Charlotte, NC 28202
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – nowSVB WealthCurrent
- 2024 – nowFirst Citizens Investor Services, Inc.Current firm
- 2021 – 2023Truist Advisory Services, Inc.Previously
- 2018 – 2021BB&t Securities, LLCPreviously
- 2009 – 2018BB&t Investment Services, Inc.Previously
Contact Ethan
(800) 229-0205Firm headquarters in Raleigh, NC. Ask for Ethan. 128 S Tryon StreetCharlotte, NC 28202Office · Get directions Firm websiteWWW.FIRSTCITIZENS.COM/wealth
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Questions to ask Ethan
Tailored to Ethan’s registration and firm.
- 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 Ethan
How do I contact Ethan?
Call First Citizens Investor Services at (800) 229-0205 and ask for Ethan Van Eck. Ethan works from the Charlotte, NC office.
How long has Ethan been a financial advisor?
Ethan has been in the industry since 2009, about 17 years. More experience than 63% of advisors in Charlotte.
What licenses does Ethan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ethan a fiduciary?
Ethan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ethan paid?
First Citizens Investor Services reports being paid by a percentage of the assets they manage. Ask Ethan 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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