Michael Downey Neff
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
3 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Citizens Securities, Inc.Oct 2025 to now
- Ameriprise Financial Services, LLCDec 2023 to Oct 2025
- Bank of America, N.A.Jul 2019 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Nov 2023
- Huntington BankApr 2018 to May 2019
- Carter Custom MillworkJun 2017 to Apr 2018
- JPMorgan ChaseFeb 2015 to Jun 2017
- Eastern Michigan UniversitySep 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (CA, MI, OH).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7126700
- Firm CRD
- 39550