Michael Lee Longest
Professional Summary
Michael Lee Longest, who also goes by Mike Longest, is a registered financial advisor currently at FIRST CITIZENS INVESTOR SERVICES, INC. located in Raleigh, North Carolina. Michael is registered as a RR (Registered Representative) and started their career in finance in 2018. Michael has worked at 1 firm and has passed the Series 27 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mike Longest
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
FIRST CITIZENS INVESTOR SERVICES, INC. | FIRST CITIZENS WEALTH
Contact Information
Main Address
8540 Colonnade Center Drive, Raleigh, NC 27615-3052Mailing Address
P.o. Box 27131, Raleigh, NC 27611-7131Phone Number
(800) 229-0205Established
North Carolina since 01/11/1994Firm Type
CorporationFiscal Year End
DecemberFirm Size
Large# of Employees
352SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
FINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIRST-CITIZENS BANK & TRUST COMPANY | 100% OWNER | — |
| BILITER, DAVID LEE | PRESIDENT | 1690995 |
| FOLK, AMY CALVO | SECRETARY | 8242628 |
| HORGAN, MARC KEVIN | EXECUTIVE DIRECTOR OF WEALTH SALES | 6911871 |
| LONGEST, MICHAEL LEE | SENIOR DIRECTOR WEALTH FINANCE & TECHNOLOGY | 6692593 |
| MCCALLUM, CHARLES FALCONER III | SENIOR DIRECTOR WEALTH RISK & GOVERNANCE | 2697260 |
| MEARS, JOHANNA MARIE | CHIEF COMPLIANCE OFFICER | 5951329 |
| SHORES, SERINA M. | SENIOR DIRECTOR FCIS COMPLIANCE | 4076684 |
| WILSON, MICHAEL CHRISTOPHER | WEALTH MANAGEMENT EXECUTIVE | 4301352 |
Regulatory Assets Under Management
Total Number of Accounts
7,645AUM (Assets Under Management)
$2,626,080,185Disclosures
Regulatory Event
2Arbitration
4Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/30/2026 | Cover Page | Report |
| 01/13/2025 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
FIRST CITIZENS INVESTOR SERVICES, INC. | FIRST CITIZENS WEALTH
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Lee Longest's CRS (Customer Relationship Summary).
