David Hines has been Managing Director & Director of Research of H. M. Payson & Co. since June 2009, is a control person of the firm and directly owns under 5% of it. David Hines holds a B.S. from Penn State University and an M.B.A. from Babson College.
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.
David R. Hines is Managing Director, Deputy Chief Investment Officer and Portfolio Manager of HM Payson. He helps oversee the research team and has been with the firm since 2003, after working in the financial industry since 1993. Before joining HM Payson he spent 10 years in Boston as an investment manager and on a bond trading desk, and before that he served in the Army.
David Hines’ longest registration was 22 years at H.M. Payson (2003–2026).
- CorientAlso current– present · under a yearPortland, ME · Adviser representative · Firm CRD 319448
Professional designations
Listed by H. M. Payson & Co.
- CFA
Investment adviser representative registrations
David Hines is registered as an investment adviser representative in Maine, since August 2026.
- MaineSince 21 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 2 December 2003 |
- Name
- General Securities Representative Examination
- Full name
- David Reed Hines
- CRD
- 4711307
- Firm
- H. M. Payson & Co. · CRD 2993
- Role
- Managing Director & Director of Research
- Registration
- Investment adviser registration
- In the industry since
- October 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hmpayson.com
Where does David Hines work?
David Hines has been Managing Director & Director of Research of H. M. Payson & Co. since June 2009, and is a control person of the firm.
Is David Hines a financial advisor?
Yes. David Hines has a current investment-adviser registration in Maine.
How many years of experience does David Hines have?
David Hines has 23 years in the financial industry, since October 2003, across 2 adviser firms.
What exams has David Hines passed?
David Hines passed the Series 7 in December 2003.
Where was David Hines previously registered as an investment adviser?
David Hines has past investment-adviser registrations through H.M. Payson, October 2003 to August 2026, across 2 firms.
Is David Hines registered with FINRA?
No. David Hines has no current broker registration.
Is David Hines a CFA charterholder?
H. M. Payson & Co. lists David Hines with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify David Hines’ record?
Search CRD 4711307 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Hines’ 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
Daniel LayManaging Director, Board Member
Thomas PierceManaging Director- Margaret ReinfriedManaging Director, Board Member
William WeickertManaging Director