Unclaimed Profile

Margaret C Reinfried

H. M. PAYSON & CO.·PORTLAND, Maine

Clean record12 years registeredH. M. PAYSON & CO.

ONE PORTLAND SQUARE, 5TH FLOOR, PORTLAND, ME 04101CRD# 6233867Firm CRD# 2993

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Margaret C Reinfried · PORTLAND, ME

Registration

CRD #6233867 · H. M. PAYSON & CO. · 12 years registered

Brand Profile

Not yet started

Career History

H.M. PAYSON

Dec 2014 – present

MODERA WEALTH MANAGEMENT, LLC

Aug 2013 – Jan 2015

BOSTON, MA

Registrations & Exams

Registration record

First registered · August 20, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

H. M. PAYSON & CO.

CRD 2993 · SEC 801-3901

AUM

$7.0B

Regulatory assets under management

Employees

4,017 client accounts

Services offered by H. M. PAYSON & CO.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at H. M. PAYSON & CO. →

Introduction

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Frequently Asked Questions

What services does Margaret C Reinfried offer?

Margaret C Reinfried specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.

What are Margaret C Reinfried's credentials?

Margaret C Reinfried is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Margaret C Reinfried located?

Margaret C Reinfried is based in PORTLAND, Maine, working with H. M. PAYSON & CO.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Margaret C Reinfried charge for services?

Margaret C Reinfried's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is H. M. PAYSON & CO.?

H. M. PAYSON & CO. has approximately 33 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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