Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
1yr
Dalton Nicely
Full name on record: Dalton Lee Nicely
Financial advisor at First Citizens Investor Services
Based in Raleigh, North Carolina, Dalton Nicely is a fiduciary financial advisor with 1 year of industry experience. Dalton joined First Citizens Investor Services in 2026, after less than a year at Commonwealth Financial Network and less than a year at Eagle Strategies. First Citizens Investor Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603
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
- Apr 2026 – nowFirst Citizens Investor Services, Inc.Current firm
- Jul 2025 – Nov 2025Commonwealth Financial NetworkPreviously
- May 2025 – May 2025Eagle Strategies LLCPreviously
Questions to ask Dalton
Tailored to Dalton’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Dalton
How do I contact Dalton?
Call First Citizens Investor Services at 800-229-0205 and ask for Dalton Nicely. Dalton works from the Raleigh, NC office.
How long has Dalton been a financial advisor?
Dalton has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Dalton hold?
Series 66. Tap any license on this page to see what it allows.
Is Dalton a fiduciary?
Dalton is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dalton paid?
First Citizens Investor Services reports being paid by a percentage of the assets they manage. Ask Dalton 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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