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Margaret Reinfried

Managing Director, Board Member at H. M. Payson & Co.

Investment adviser registrationUpdated

Margaret Reinfried is Managing Director, Board Member of H. M. Payson & Co., a Portland investment adviser managing $9.09B. Margaret Reinfried has 13 years in the industry across 3 firms.

13
Years in industry
3
Adviser firms
1
States registered

From the IAPD record, checked 21 October 2026SEC record

Career

Margaret Reinfried has been Managing Director, Board Member of H. M. Payson & Co. since November 2021, is a control person of the firm and directly owns under 5% of it.

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.

Margaret Reinfried’s longest registration was 11 years at H.M. Payson (2014–2026).

  1. CorientAlso current
    – present · under a year
    Portland, ME · Adviser representative · Firm CRD 319448
  2. – · 11 years
    Portland, ME · Adviser representative · Firm CRD 2993
  3. Modera Wealth Management, LLC
    – · 1 year
    Boston, MA · Adviser representative · Firm CRD 155649

Credentials and registrations

Investment adviser representative registrations

Margaret Reinfried is registered as an investment adviser representative in Maine, since August 2026.

  • MaineSince 18 August 2026

Examinations

No examinations are on Margaret Reinfried’s record.

Key facts

Full name
Margaret C Reinfried
CRD
6233867
Firm
H. M. Payson & Co. · CRD 2993
Role
Managing Director, Board Member
Registration
Investment adviser registration
In the industry since
August 2013
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Margaret Reinfried work?

Margaret Reinfried has been Managing Director, Board Member of H. M. Payson & Co. since November 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Is Margaret Reinfried a financial advisor?

Yes. Margaret Reinfried has a current investment-adviser registration in Maine.

Source: IAPD individual record, checked 21 October 2026

How many years of experience does Margaret Reinfried have?

Margaret Reinfried has 13 years in the financial industry, since August 2013, across 3 adviser firms.

Source: IAPD individual record, checked 21 October 2026

Where was Margaret Reinfried previously registered as an investment adviser?

Margaret Reinfried has past investment-adviser registrations through H.M. Payson, December 2014 to August 2026; Modera Wealth Management, LLC, August 2013 to January 2015, across 3 firms.

Source: IAPD individual record, checked 21 October 2026

Is Margaret Reinfried registered with FINRA?

No. Margaret Reinfried has no current broker registration.

Source: IAPD individual record, checked 21 October 2026

How can I verify Margaret Reinfried’s record?

Search CRD 6233867 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Margaret Reinfried’s full registration record.

Source: IAPD individual record, checked 21 October 2026

Leadership at H. M. Payson & Co.

Sources

  1. IAPD individual record, CRD 6233867, checked 21 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of H. M. Payson & Co., filed 31 March 2026. Title, control and ownership bands.