PPrivate Fund Data Log in Join · $37/mo

David Lee Biliter

Director, PresidentFirst Citizens Investor Services, Inc.CRD 1690995

About David Lee Biliter

David Lee Biliter is listed as Director, President at First Citizens Investor Services, Inc. in Raleigh, NC. Form ADV reports a beneficial ownership band of Under 5%. David Lee Biliter is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of First Citizens Investor Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Lee Biliter work?

David Lee Biliter is listed as Director, President at First Citizens Investor Services, Inc. on SEC Form ADV.

How much of First Citizens Investor Services, Inc. does David Lee Biliter own?

Form ADV reports a beneficial ownership band of Under 5%.

First Citizens Investor Services, Inc.

TitleDirector, President
OwnershipUnder 5%
Control personYes
Since2020

Svb Wealth LLC

TitlePresident
OwnershipUnder 5%
Control personYes
Since2023