Unclaimed Profile

Michael Robert Currie

H. M. PAYSON & CO.·PORTLAND, Maine

Series 7, Series 24, Series 66Clean record23 years registeredH. M. PAYSON & CO.

ONE PORTLAND SQUARE, 5TH FLOOR, PORTLAND, ME 04101CRD# 2880899Firm CRD# 2993

Profile Verification

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

Identity

Michael Robert Currie · PORTLAND, ME

Registration

CRD #2880899 · H. M. PAYSON & CO. · 23 years registered

Brand Profile

Not yet started

Career History

H.M. PAYSON

Sep 2002 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · September 27, 2002

Years registered · 23

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 Michael Robert Currie offer?

Michael Robert Currie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.

What are Michael Robert Currie's credentials?

Michael Robert Currie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Robert Currie located?

Michael Robert Currie 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 Michael Robert Currie charge for services?

Michael Robert Currie'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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