Chief Financial Officer · SVB Wealth
Michael Lee Longest
CRD 6692593 · Named on Form ADV at 3 SEC-registered advisers
At a glance
SVB Wealth, an SEC-registered wealth manager based in Boston, MA with $3.1 billion in regulatory assets, lists Michael Lee Longest on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Michael at 2 other registered advisers.
Firms and roles
- SVB WealthChief Financial OfficerWealth manager · Boston, MA · $3.1B in regulatory assets
- First Citizens Investor Services, Inc.Senior Director Wealth Finance & TechnologyBroker-dealer firm · Raleigh, NC · $2.6B in regulatory assets
- First Citizens Asset Management, IncDirector, Chief Financial OfficerWealth manager · Raleigh, NC · $465M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- Michael Christopher WilsonWealth Management Executive, SVB Wealth
- Brent CilianoChief Investment Officer, SVB Wealth
- David Lee BiliterPresident, SVB Wealth
- Johanna Marie MearsChief Compliance Officer, SVB Wealth
- Charles Falconer III McCallumSenior Director Wealth Risk & Governance, First Citizens Investor Services, Inc.
6 more people named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.