Unclaimed Profile

William Nelson Weickert

H. M. PAYSON & CO.·PORTLAND, Maine

Series 6, Series 7, Series 24, Series 6323 years registeredH. M. PAYSON & CO.

ONE PORTLAND SQUARE, 5TH FLOOR, PORTLAND, ME 04101CRD# 1046321Firm CRD# 2993

Profile Verification

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

Identity

William Nelson Weickert · PORTLAND, ME

Registration

CRD #1046321 · H. M. PAYSON & CO. · 23 years registered

Brand Profile

Not yet started

Career History

H.M. PAYSON

Nov 2002 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · November 15, 2002

Years registered · 23

Disclosure History

1978Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 William Nelson Weickert offer?

William Nelson Weickert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.

What are William Nelson Weickert's credentials?

William Nelson Weickert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Nelson Weickert located?

William Nelson Weickert 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 William Nelson Weickert charge for services?

William Nelson Weickert'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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