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H.M. PAYSON

PORTLAND, ME · CRD 2993 · IAPD ↗ · hmpayson.com · 207-772-3761

$9.09BRegulatory AUM
29Advisory reps
34Employees
0Clients
51-100Planning clients
1Private funds
40States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — H.M. PAYSON notice-filed in DE, ID, KS, KY, MI, MN, MS, MT, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — H.M. PAYSON notice-filed in IN, NM, NV, OR, SC, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.