Eleanor E. Millwood

FIRST CITIZENS INVESTOR SERVICES

Fort Lauderdale, FL 33308

Some features on this profile are disabled

CRD#: 4503765

Professional summary

Eleanor Evangeline Millwood, who also goes by Eleanor Evangeline Edwards, Eleanor Evangeline Wright, Eleanor Wright, is a registered financial advisor currently at FIRST CITIZENS INVESTOR SERVICES, INC. located in Fort Lauderdale, Florida.

Eleanor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Eleanor has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eleanor Evangeline Edwards | Eleanor Evangeline Wright | Eleanor Wright

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eleanor Evangeline Millwood's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Eleanor Evangeline Millwood'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 2, 2024 - Present

FIRST CITIZENS INVESTOR SERVICES, INC.

Office #1: 6555 North Federal Hwy, Fort Lauderdale, FL 33308

RIA

CRD#: 44430

Fort Lauderdale, FL

Current

August 1, 2024 - Present

FIRST CITIZENS INVESTOR SERVICES, INC.

Office #1: 6555 North Federal Hwy, Fort Lauderdale, FL 33308

RIA

CRD#: 44430

Fort Lauderdale, FL

Past

March 2, 2021 - May 8, 2024

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

FORT LAUDERDALE, FL

Past

February 17, 2021 - May 8, 2024

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

FORT LAUDERDALE, FL

Past

January 2, 2018 - March 2, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

July 13, 2016 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

FORT LAUDERDALE, FL

Past

July 12, 2016 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

FORT LAUDERDALE, FL

Past

December 28, 2015 - March 8, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PHOENIX, AZ

Past

October 12, 2015 - March 8, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

December 20, 2011 - December 5, 2014

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

DALLAS, TX

Past

August 4, 2011 - October 18, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

STOCKBRIDGE, GA

Past

September 30, 2008 - August 25, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DECATUR, GA

Past

April 23, 2002 - November 29, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

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".

FIRST CITIZENS INVESTOR SERVICES, INC.

CRD#: 44430 / SEC#: 801-57302, 8-50696

RIA

Registered Investment Advisory firm - SEC (2/22/2000 Approved)

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

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.

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

Florida
(8/1/2024)

IAR

Florida
(8/2/2024)

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

State Security Law Exam

IAR

Series 66

Date: 12/23/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/26/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/22/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FIRST CITIZENS INVESTOR SERVICES, INC.

CRD#: 44430 / SEC#: 801-57302, 8-50696

RIA

Registered Investment Advisory firm - SEC (2/22/2000 Approved)

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8540 Colonnade Center Drive, Raleigh, NC 27615-3052

Mailing Address

P.o. Box 27131, Raleigh, NC 27611-7131

Phone number

(919) 986-3546

Established

North Carolina since 01/11/1994

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

322

SEC notice filing (51 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

FCIS FIRM BROCHURE (11/18/2025)

FCIS WRAP BROCHURE (11/18/2025)

Direct owners and executive officers

Name	Position	CRD#
FIRST-CITIZENS BANK & TRUST COMPANY	100% OWNER
BILITER, DAVID LEE	DIRECTOR, PRESIDENT	1690995
CECE, MARY	SECRETARY	2135583
LONGEST, MICHAEL LEE	DIRECTOR, SENIOR DIRECTOR WEALTH FINANCE & TECHNOLOGY	6692593
MARRONE, MARK STEPHEN	CHIEF COMPLIANCE OFFICER	1987907
MCCALLUM, CHARLES FALCONER III	DIRECTOR, SENIOR DIRECTOR WEALTH RISK & GOVERNANCE	2697260
WALSH, WILLIAM JAMES	DIRECTOR, FIRST CITIZENS OUTSIDE DIRECTOR	4883580
WILSON, MICHAEL CHRISTOPHER	DIRECTOR, WEALTH MANAGEMENT EXECUTIVE	4301352

Regulatory assets under management

Total Number of Accounts	6,706
AUM (Assets Under Management)	$ 2,098,769,026

Disclosures

Regulatory Event	2
Arbitration	4

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/13/2025	Cover Page	Report

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.

Similar Advisors

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Charles Fischer

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Boca Raton, FL

John Fricker

EQUITABLE ADVISORS, LLC

IAR

Ft. Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eleanor E. Millwood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eleanor Evangeline Millwood's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Eleanor Evangeline Millwood's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST CITIZENS INVESTOR SERVICES, INC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

FIRST CITIZENS INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/2015

Series 63

Date: 4/26/2002

SIE

Date: 10/1/2018

Series 7

Date: 11/16/2015

Series 6

Date: 4/22/2002

FINRA

Current Firm

FIRST CITIZENS INVESTOR SERVICES, INC.

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

FIRST CITIZENS INVESTOR SERVICES, INC.

TRUST BUT VERIFY

Similar Advisors