Michael Martin Long
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
15 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Michael Martin Long? Claim your profile
Contact this firm
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 BankApr 2026 to now
- Citizens Securities, Inc.Feb 2024 to now
- Fidelity InvestmentsOct 2021 to Feb 2024
- EurofinsDec 2020 to Mar 2021
- AmazonApr 2020 to Jun 2020
- University of Massachusetts AmherstSep 2017 to May 2021
- Roche BrothersOct 2016 to Dec 2016
- Lincoln Sudbury Regional High SchoolSep 2013 to Jun 2017
- Camp SewataroJun 2013 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 15 states (CA, DE, FL, IN, KY, MI, NC, NH, NJ, NY, OH, PA, SC, TX, WI).
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
- 7401912
- Firm CRD
- 39550