Daniel Lay has been Managing Director, Board Member of H. M. Payson & Co. since January 2015, is a control person of the firm and directly owns between 10% and 25% of it. Daniel Lay holds a B.A. from Norwich University and a J.D. from New England Law/Boston.
H. M. Payson & Co. is a Portland, ME firm with $9.09B under management, 4,308 clients and 29 advisers across 3 offices, as of its March 2026 filing.
Daniel M. Lay is President, Managing Director and Portfolio Manager of HM Payson. Lay has been with HM Payson since 2006, and Lay's experience also includes The First N.A., Eaton Peabody, LLC and State Street Bank and Trust.
Daniel Lay’s longest registration was 19 years at H.M. Payson (2007–2026).
- CorientAlso current– present · under a yearBrunswick, ME · Adviser representative · Firm CRD 319448
Investment adviser representative registrations
Daniel Lay is registered as an investment adviser representative in Maine, since August 2026.
- MaineSince 13 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 March 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Michael Lay
- CRD
- 1263172
- Firm
- H. M. Payson & Co. · CRD 2993
- Role
- Managing Director, Board Member
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hmpayson.com
Where does Daniel Lay work?
Daniel Lay has been Managing Director, Board Member of H. M. Payson & Co. since January 2015, and is a control person of the firm.
Is Daniel Lay a financial advisor?
Yes. Daniel Lay has a current investment-adviser registration in Maine.
How many years of experience does Daniel Lay have?
Daniel Lay has 19 years in the financial industry, since April 2007, across 2 adviser firms.
What exams has Daniel Lay passed?
Daniel Lay passed the Series 65 in March 2007.
Where was Daniel Lay previously registered as an investment adviser?
Daniel Lay has past investment-adviser registrations through H.M. Payson, April 2007 to August 2026, across 2 firms.
Is Daniel Lay registered with FINRA?
No. Daniel Lay has no current broker registration.
How can I verify Daniel Lay’s record?
Search CRD 1263172 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Lay’s full registration record.
Peter RobbinsManaging Director, Chief Executive Officer, Chief Investment Officer & Board Member
Michael CurrieManaging Director, President & Board Member
Derek BlackburnChief Compliance Officer, Managing
John BeliveauManaging Director, Board Member
Joel HarrisManaging Director
David HinesManaging Director & Director of Research
Thomas PierceManaging Director- Margaret ReinfriedManaging Director, Board Member
William WeickertManaging Director