Credit Union Investment Services

Overview

Credit Union Investment Services is a state registered investment adviser based in Raleigh, NC, registered since 2007. It reports $111K in assets under management across 1 accounts, with 258 employees. It has 252 investment adviser representatives.

Reported AUM

$111K

Accounts

1

Employees

258

Advisory reps

252

Registered since

2007

Jurisdictions

1

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Tenesha Thompson Carter President, Chief Executive Officer CRD 5200270
• Matthew Allen Hamilton Chief Compliance Officer CRD 4566788
• Peter Boyette Simms Chief Compliance Officer CRD 6377097

1 more executive officer, with direct contact details

Advisory reps 3 of 252

• Airis Alexander Abolins Investment Adviser Rep CRD 2891011
• Riddhi K Agarwal Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7639925
• Charles Blake Agnew Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6645397

249 more advisory reps, with emails, phones and branch locations

Location

Headquarters

801 Hillsborough St Fl 3
Raleigh, NC 27603

County

Wake

Metro area

Raleigh-Cary, NC

Region

South

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: ncsecu.org

Every state, with registration dates

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