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EP

Eraine J. Parker

FIRST CITIZENS INVESTOR SERVICES
Decatur, GA
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CRD#: 2337261
EP
Eraine Johnson ParkerFIRST CITIZENS INVESTOR SERVICES

Professional summary


Eraine Johnson Parker, who also goes by Eraine Johnson Blount, is a registered financial advisor currently at FIRST CITIZENS INVESTOR SERVICES, INC. located in Decatur, Georgia and SVB WEALTH located in Boston, Massachusetts.

Eraine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Eraine has worked at 11 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Aliases


Eraine Johnson Blount

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Sole Proprietor; Non-Investment related; 4268 Sherwood Oaks Drive, Decatur, GA 30034; Real Estate Rentals; Owner; 09/1981; 5 hours monthly/0 during trading hours; Rental Property Maintenance And Leasing. 2) Byond Compliance LLC, A Limited Liability Company for Regulatory Compliance Consulting, Not Investment Related,4268 Sherwood Oaks Drive, Decatur, Ga 30032. President/Owner. January 2023; 15 Hrs/Monthly; 0 During Trading Hours. Writing Training for Supervising Principals and CCOs, Answer Compliance Related Questions, Public Speaking at Compliance Conferences. 3) SILICONE VALLEY BANK WEALTH LLC POSITION: Officer/Director NATURE: I am the Interim CCO for SVBW. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/07/2025 ADDRESS: 53 State Street, 28th Floor, Boston, MA 02109, United States DESCRIPTION: Investment Adviser 4) FIRST CITIZENS ASSET MANAGEMENT POSITION: Officer/Director NATURE: Interim CCO of FCAM INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/07/2025 ADDRESS: 8540 Colonnade Center Drive, Raleigh, NC 27615, United States DESCRIPTION: Investment Adviser

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Eraine Johnson Parker's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 16, 2023 - Present

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA
BD
CRD#: 44430
Decatur, GA
Current

August 7, 2025 - Present

SVB WEALTH

Office #1: 53 State Street Suite 1304, Boston, MA 02109
RIA
CRD#: 172832
BOSTON, MA
Current

August 7, 2025 - Present

FIRST CITIZENS ASSET MANAGEMENT, INC

Office #1: 8540 Colonnade Center Drive, Raleigh, NC 27615
RIA
CRD#: 140777
RALEIGH, NC
Current

August 14, 2023 - Present

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA
BD
CRD#: 44430
Decatur, GA
Past

December 14, 2018 - February 2, 2023

MSH CAPITAL ADVISORS LLC

RIA
CRD#: 157835
SCOTTSDALE, AZ
Past

September 18, 2018 - February 2, 2023

M. S. HOWELLS & CO.

BD
CRD#: 104100
SCOTTSDALE, AZ
Past

April 22, 2016 - January 27, 2017

RETIREONE INVESTMENT SERVICES, LLC

BD
CRD#: 269923
FAIRFAX, VA
Past

November 13, 2007 - August 25, 2009

EDELMAN FINANCIAL ADVISORS LLC

RIA
CRD#: 144494
FAIRFAX, VA
Past

May 30, 2007 - January 27, 2017

EDELMAN FINANCIAL SERVICES, LLC

RIA
CRD#: 113299
FAIRFAX, VA
Past

May 25, 2007 - April 22, 2016

SANDERS MORRIS LLC

BD
CRD#: 20580
FAIRFAX, VA
Past

May 23, 2003 - April 19, 2005

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

April 25, 1996 - April 16, 2007

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
ATLANTA, GA
Past

January 4, 1996 - April 16, 2007

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

June 25, 1993 - May 1, 1995

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SVB WEALTH
BANYAN PARTNERS | SVB WEALTH LLC | SVB WEALTH | SVB PRIVATE | KLS, A DIVISION OF SVB WEALTH LLC | KLS, A DIVISION OF BOSTON PRIVATE | FIRST CITIZENS WEALTH | BP WEALTH MANAGEMENT, LLC | BP WEALTH MANAGEMENT | BOSTON PRIVATE, AN SVB COMPANY | BOSTON PRIVATE WEALTH MANAGEMENT | BOSTON PRIVATE WEALTH LLC | BOSTON PRIVATE WEALTH | BOSTON PRIVATE

CRD#: 172832 / SEC#: 801-80480

RIA
Registered Investment Advisory firm - (10/2/2014 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(8/16/2023)
IAR
Georgia
(8/16/2023)
RR
North Carolina
(8/17/2023)

Exams


What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 5/22/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 2/3/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Status Unavailable
Passed: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Status Unavailable
Passed: 6/24/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Status Unavailable
Passed: 2/22/1994
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Status Unavailable
Passed: 10/12/1993
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


SW
SVB WEALTH
BANYAN PARTNERS | SVB WEALTH LLC | SVB WEALTH | SVB PRIVATE | KLS, A DIVISION OF SVB WEALTH LLC | KLS, A DIVISION OF BOSTON PRIVATE | FIRST CITIZENS WEALTH | BP WEALTH MANAGEMENT, LLC | BP WEALTH MANAGEMENT | BOSTON PRIVATE, AN SVB COMPANY | BOSTON PRIVATE WEALTH MANAGEMENT | BOSTON PRIVATE WEALTH LLC | BOSTON PRIVATE WEALTH | BOSTON PRIVATE

CRD#: 172832 / SEC#: 801-80480

RIA
Registered Investment Advisory firm - (10/2/2014 Approved)
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Contact information


Main Address
53 State Street 28th Floor, Boston, MA 02109
Mailing Address
Po Box 27131, Raleigh, NC 27611
Phone number
(617) 912-4485
Established
Firm type
Fiscal year end
# of Employees
73

SEC notice filing (51 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SVB WEALTH LLC (3/31/2026)

Regulatory assets under management


Total Number of Accounts2,623
AUM (Assets Under Management)$ 3,095,230,922

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
04/29/2026
Cover Page
02/21/2025
09/20/2024

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SVB WEALTH

CRD#: 172832Decatur, GA

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