Michael Lee Longest
Chief Financial OfficerSvb Wealth LLCCRD 6692593
About Michael Lee Longest
Michael Lee Longest is listed as Chief Financial Officer at Svb Wealth LLC in Boston, MA. 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 Svb Wealth LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michael Lee Longest work?
Michael Lee Longest is listed as Chief Financial Officer at Svb Wealth LLC on SEC Form ADV.
How much of Svb Wealth LLC does Michael Lee Longest own?
Form ADV reports a beneficial ownership band of Under 5%.
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 |
First Citizens Investor Services, Inc.
| Title | Senior Director Wealth Finance & Technology |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |