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Peter Robbins, portrait

Peter Robbins

Managing Director, Chief Executive Officer, Chief Investment Officer & Board Member at H. M. Payson & Co.

Investment adviser registrationUpdated

Peter Robbins is Managing Director, Chief Executive Officer, Chief Investment Officer & Board Member of H. M. Payson & Co., a Portland investment adviser managing $9.09B. Peter Robbins has 23 years in the industry across 2 firms and has passed the Series 7, Series 63 and Series 24.

23
Years in industry
2
Adviser firms
1
States registered

From the IAPD record, checked 21 October 2026SEC record

Career

Peter Robbins has been Managing Director, Chief Executive Officer, Chief Investment Officer & Board Member of H. M. Payson & Co. since July 1993, is a control person of the firm and directly owns between 10% and 25% of it. Peter Robbins holds an A.B. in Economics from Harvard 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.

Peter E. Robbins is Chief Executive Officer, Chief Investment Officer, Treasurer, Co-Manager of Payson Total Return Fund and Portfolio Manager of HM Payson. Robbins's experience includes HM Payson in 1981-88 and from 1990 to the present, along with Mariner Capital Group and Blue Cross Blue Shield of MA.

Peter Robbins’ longest registration was 23 years at H.M. Payson (2002–2026).

  1. CorientAlso current
    – present · under a year
    Portland, ME · Adviser representative · Firm CRD 319448
  2. – · 23 years
    Portland, ME · Adviser representative · Firm CRD 2993

Credentials and registrations

Professional designations

Listed by H. M. Payson & Co.

  • CFA

Investment adviser representative registrations

Peter Robbins is registered as an investment adviser representative in Maine, since August 2026.

  • MaineSince 27 August 2026

Examinations

Series 2413 September 1999
Name
General Securities Principal Examination
Series 635 November 1990
Name
Uniform Securities Agent State Law Examination
Series 72 November 1990
Name
General Securities Representative Examination

Key facts

Full name
Peter Eliot Robbins
CRD
1022085
Firm
H. M. Payson & Co. · CRD 2993
Role
Managing Director, Chief Executive Officer, Chief Investment Officer & Board Member
Registration
Investment adviser registration
In the industry since
November 2002
Disciplinary history
Not yet shown here · SEC record
Firm bio
hmpayson.com

Common questions

Where does Peter Robbins work?

Peter Robbins has been Managing Director, Chief Executive Officer, Chief Investment Officer & Board Member of H. M. Payson & Co. since July 1993, and is a control person of the firm.

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

Is Peter Robbins a financial advisor?

Yes. Peter Robbins has a current investment-adviser registration in Maine.

Source: IAPD individual record, checked 21 October 2026

How many years of experience does Peter Robbins have?

Peter Robbins has 23 years in the financial industry, since November 2002, across 2 adviser firms.

Source: IAPD individual record, checked 21 October 2026

What exams has Peter Robbins passed?

Peter Robbins has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in November 1990.

Source: IAPD individual record, checked 21 October 2026

Where was Peter Robbins previously registered as an investment adviser?

Peter Robbins has past investment-adviser registrations through H.M. Payson, November 2002 to August 2026, across 2 firms.

Source: IAPD individual record, checked 21 October 2026

Is Peter Robbins registered with FINRA?

No. Peter Robbins has no current broker registration.

Source: IAPD individual record, checked 21 October 2026

Is Peter Robbins a CFA charterholder?

H. M. Payson & Co. lists Peter Robbins with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.

Source: Peter E. Robbins biography, hmpayson.com

How can I verify Peter Robbins’ record?

Search CRD 1022085 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Robbins’ full registration record.

Source: IAPD individual record, checked 21 October 2026

Leadership at H. M. Payson & Co.

Sources

  1. IAPD individual record, CRD 1022085, 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.
  3. H. M. Payson & Co. team page. Biography, education, credentials, awards and the portrait, reproduced for identification.