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Michael Lee Longest

Director, Senior Director Wealth Finance & TechnologyFirst Citizens Investor Services, Inc.CRD 6692593

About Michael Lee Longest

Michael Lee Longest is listed as Director, Senior Director Wealth Finance & Technology at First Citizens Investor Services, Inc. in Raleigh, NC. Form ADV reports a beneficial ownership band of Under 5%. Michael Lee Longest is associated with 3 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 Michael Lee Longest work?

Michael Lee Longest is listed as Director, Senior Director Wealth Finance & Technology at First Citizens Investor Services, Inc. on SEC Form ADV.

How much of First Citizens Investor Services, Inc. does Michael Lee Longest own?

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

First Citizens Investor Services, Inc.

TitleDirector, Senior Director Wealth Finance & Technology
OwnershipUnder 5%
Control personYes
Since2024

Svb Wealth LLC

TitleChief Financial Officer
OwnershipUnder 5%
Control personYes
Since2023

First Citizens Asset Management, Inc

TitleDirector, Chief Financial Officer
OwnershipUnder 5%
Control personYes
Since2024