Cody Machie

Investment adviser representative at Citizens Securities, Inc.

11 yearsExperience

18 statesRegistered in

$12.9BFirm assets

23 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

These describe the firm as a whole, not only this advisor.

11 years in the industry.

Registered as an investment adviser representative in 18 states (CA, CT, FL, GA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, PA, RI, TX, VA, WV).

$12.9BAssets managed

60,545Clients

705Advisers

23 yearsIn business

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.