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Michael J Neff

R M Davis Inc.

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About Michael J Neff

Michael Neff is a financial advisor registered with R M Davis Inc. Michael has been a registered representative for over 10 years. Michael has passed the Series 6 and Series 63 exams. Michael has also earned the Chartered Financial Analyst designation. Michael has worked for various companies over the past 10 years, including KEYBANK, KEY INVESTMENT SERVICES LLC, Camden National Wealth Management, People's United Bank, NA, People's United Advisors, Inc., and R.M. Davis. Michael is currently registered with the state of Maine and New Hampshire.

Firm Information

Michael Neff is currently registered with R M Davis Inc.. R M Davis Inc. is an investment advisor with offices in PORTLAND, ME. They manage a total of $6,315,757,763 in regulatory assets under management, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They offer financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for businesses. They do not participate in wrap fee programs.
R M Davis Inc.

24 CITY CENTER

PORTLAND, ME 04101-4069

$6.32B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Neff’s Registration & Firm History

ME

02/07/2021 - Present

R M Davis Inc. (PORTLAND ME)

ME

10/25/2011 - 04/08/2013

KEY INVESTMENT SERVICES LLC (CAPE ELIZABETH ME)

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Licenses & Designations

BC

Issued 01/28/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael J Neff.
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