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Eraine Johnson Parker

FIRST CITIZENS INVESTOR SERVICES
Decatur, GA
·CRD# 2337261·33 years experience

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...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eraine Johnson Blount

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

FIRST CITIZENS INVESTOR SERVICES, INC.·CRD# 44430
RIA
BD
Decatur, GA
August 16, 2023 - Present
SVB WEALTH·CRD# 172832
RIA
53 State Street Suite 1304, Boston, MA 02109
August 7, 2025 - Present
FIRST CITIZENS ASSET MANAGEMENT, INC·CRD# 140777
RIA
8540 Colonnade Center Drive, Raleigh, NC 27615
August 7, 2025 - Present
FIRST CITIZENS INVESTOR SERVICES, INC.·CRD# 44430
RIA
BD
Decatur, GA
August 14, 2023 - Present
MSH CAPITAL ADVISORS LLC·CRD# 157835
RIA
Scottsdale, AZ
December 14, 2018 - February 2, 2023
M. S. HOWELLS & CO.·CRD# 104100
BD
Scottsdale, AZ
September 18, 2018 - February 2, 2023
RETIREONE INVESTMENT SERVICES, LLC·CRD# 269923
BD
Fairfax, VA
April 22, 2016 - January 27, 2017
EDELMAN FINANCIAL ADVISORS LLC·CRD# 144494
RIA
Fairfax, VA
November 13, 2007 - August 25, 2009
EDELMAN FINANCIAL SERVICES, LLC·CRD# 113299
RIA
Fairfax, VA
May 30, 2007 - January 27, 2017
SANDERS MORRIS LLC·CRD# 20580
BD
Fairfax, VA
May 25, 2007 - April 22, 2016
TRUIST SECURITIES, INC.·CRD# 6271
BD
Atlanta, GA
May 23, 2003 - April 19, 2005
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
RIA
Atlanta, GA
April 25, 1996 - April 16, 2007
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
Atlanta, GA
January 4, 1996 - April 16, 2007
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
Atlanta, GA
June 25, 1993 - May 1, 1995

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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 - SEC (10/2/2014 Approved)

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

# of Employees

73

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US 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 Accounts

2,623

AUM (Assets Under Management)

$3,095,230,922

Accountant Surprise Examination Report

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

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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

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Georgia
(8/16/2023)
IAR
Georgia
(8/16/2023)
RR
North Carolina
(8/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1994About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1993About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Feb 1994About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Oct 1993About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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