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.
| Title | Director, Senior Director Wealth Finance & Technology |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Svb Wealth LLC
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
First Citizens Asset Management, Inc
| Title | Director, Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |