Dimitri Olegovich Tcherkassov
Investment Adviser Representative at First Citizens Investor Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dimitri Olegovich Tcherkassov is an investment adviser representative with First Citizens Investor Services, Inc. in Asheville, NC, where they have been registered since 2023. They have worked in the securities industry since 2017. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
10 states and territories
Alabama, Florida, Georgia, Michigan, North Carolina, South Carolina, Tennessee, Vermont, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Citizens Investor ServicesOct 2017 – Jun 2022Raleigh, NC
- First Citizens BankOct 2017 – Jun 2022Arden, NC
- StormGuard RestorationJan 2017 – Oct 2017Arden, NC
- Chase BankApr 2015 – Dec 2016Monticello, NY
- First Citizens Investor ServicesJun 2022 – Mar 2023Raleigh, NC
- First Citizens BankJun 2022 – Mar 2023Arden, NC
- First Citizens Investor ServicesMar 2023 – no end date reportedRaleigh, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About First Citizens Investor Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $5,000
- First $100,0001.30%
- Next $150,0001.20%
- Next $250,0001.05%
- Next $500,0000.90%
+7 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 394
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Raleigh, NC
- SEC file number:
- 801-57302
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at First Citizens Investor Services, Inc.
Showing 12 of 394 in the directory
Similar advisors in Asheville, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dimitri Olegovich Tcherkassov has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched