Managing Director, Chief Executive Officer, Chief Investment Officer & Board Member · H.M. Payson
Peter E. Robbins
CRD 1022085 · Named on Form ADV at one SEC-registered adviser
At a glance
H.M. Payson, an SEC-registered wealth manager based in Portland, ME with $9.1 billion in regulatory assets, lists Peter E. Robbins on its Form ADV as Managing Director, Chief Executive Officer, Chief Investment Officer & Board Member, a control person.
Firms and roles
- H.M. PaysonManaging Director, Chief Executive Officer, Chief Investment Officer & Board MemberWealth manager · Portland, ME · $9.1B in regulatory assets
AtlasMembers
Peter’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (9)
- Thomas M. PierceManaging Director, H.M. Payson
- Michael R. CurrieManaging Director, President & Board Member, H.M. Payson
- David R. HinesManaging Director & Director of Research, H.M. Payson
- William N. WeickertManaging Director, H.M. Payson
- John S. BeliveauManaging Director, Board Member, H.M. Payson
4 more people named with Peter on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.