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H. M. PAYSON & CO.
H. M. PAYSON & CO.
H.M. PAYSON
PORTLAND, Maine
·
17 registered advisors
·
CRD# 2993
SEC# 801-3901
2
207-772-3761
01
Firm Overview
AUM
$7.0B
Regulatory assets under management
Employees
33
Total firm employees
Advisors
17
Registered representatives
02
Services & Fees
Advisory Services
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
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at H. M. PAYSON & CO.
17 registered advisors
Daniel Michael Lay
PORTLAND, Maine
CRD# 1263172
David Reed Hines
PORTLAND, Maine
CRD# 4711307
Derek Richard Blackburn
PORTLAND, Maine
CRD# 4281805
Eleni C Richardson
PORTLAND, Maine
CRD# 5717700
Emily Christy
PORTLAND, Maine
CRD# 5265660
Joel Shorey Harris
PORTLAND, Maine
CRD# 1028770
John Clayton Downing
PORTLAND, Maine
CRD# 1227358
John Cleveland Knox
PORTLAND, Maine
CRD# 824859
John Herman Walker
PORTLAND, Maine
CRD# 457194
John Severin Beliveau
PORTLAND, Maine
CRD# 2044870
Kevin James Manning
PORTLAND, Maine
CRD# 2372102
Margaret C Reinfried
PORTLAND, Maine
CRD# 6233867
Michael Robert Currie
PORTLAND, Maine
CRD# 2880899
Peter Eliot Robbins
PORTLAND, Maine
CRD# 1022085
Teresa Margaret Esposito
PORTLAND, Maine
CRD# 2729388
Thomas Madigan Pierce
PORTLAND, Maine
CRD# 819198
William Nelson Weickert
PORTLAND, Maine
CRD# 1046321
05
Office Locations
PORTLAND, Maine
17 advisors
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Data sourced from SEC Form ADV filings. H. M. PAYSON & CO. (CRD# 2993) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.