Eleanor Evangeline Millwood

Employer firm

First Citizens Investor Services, Inc. CRD 44430

$2.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 01/2019
  Bb&T
  Fort Lauderdale, FL
• 07/2016 → 02/2021
  Bbtis
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → 02/2021
  Bb&T
  Fort Lauderdale, FL
• 02/2021 → 06/2024
  Truist Investment Services, Inc.
  Fort Lauderdale, FL
• 03/2021 → 06/2024
  Truist Advisory Services, Inc.
  Atlanta, GA
• 06/2024 → Present
  First Citizens Investor Services
  Raleigh, NC
• 06/2024 → Present
  First Citizens Bank
  Fort Lauderdale, FL

Previous Registrations

• 2021-03-02 → 2024-05-08
  Truist Advisory Services, Inc.
  Fort Lauderdale, FL
  Atlanta, GA
• 2018-01-02 → 2021-03-02
  Bb&T Securities, Llc
  Charlotte, NC
  Fort Lauderdale, FL
  Richmond, VA
• 2016-07-13 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Fort Lauderdale, FL
• 2015-12-28 → 2016-03-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ
  Laguna Niguel, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-12-23
• S63 Uniform Securities Agent State Law Examination
  2002-04-26

Other Names

• Eleanor Evangeline Edwards
• Eleanor Wright
• Eleanor Evangeline Wright