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Michael Lee Longest

FIRST CITIZENS ASSET MANAGEMENT, INC·RALEIGH, North Carolina
Series 27Clean recordFIRST CITIZENS ASSET MANAGEMENT, INC
8540 COLONNADE CENTER DRIVE, RALEIGH, NC 27615CRD# 6692593Firm CRD# 140777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Lee Longest · RALEIGH, NC
Registration
CRD #6692593 · FIRST CITIZENS ASSET MANAGEMENT, INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FIRST CITIZENS ASSET MANAGEMENT, INC
CRD 140777 · SEC 801-79917
AUM
$523M
Regulatory assets under management
Employees
52
1,799 client accounts
Services offered by FIRST CITIZENS ASSET MANAGEMENT, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FIRST CITIZENS ASSET MANAGEMENT, INC →
Introduction

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Frequently Asked Questions

What services does Michael Lee Longest offer?
Michael Lee Longest specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in RALEIGH, North Carolina for a consultation.
What are Michael Lee Longest's credentials?
Michael Lee Longest is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Lee Longest located?
Michael Lee Longest is based in RALEIGH, North Carolina, working with FIRST CITIZENS ASSET MANAGEMENT, INC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Michael Lee Longest charge for services?
Michael Lee Longest's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST CITIZENS ASSET MANAGEMENT, INC?
FIRST CITIZENS ASSET MANAGEMENT, INC has approximately 52 employees and manages $523M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIRST CITIZENS ASSET MANAGEMENT, INC

Brian Patrick Storey
RALEIGH, NC
Paul Andrew Lehman
COLUMBIA, SC
CFA
Brent Ciliano
RALEIGH, NC
CFA
Patrick Francis Nolan
RALEIGH, NC
Paula Kay Heffron
RALEIGH, NC
CFP
Robert Edward Spires
RALEIGH, NC

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Nearby cities in North Carolina
CHARLOTTE (332)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)HUNTERSVILLE (13)
City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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