William Weickert has been Managing Director of H. M. Payson & Co. since January 2000, is a control person of the firm and directly owns between 5% and 10% of it. William Weickert holds a B.A. from Hobart 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.
William N. (Chip) Weickert is Managing Director, Co-Manager of Payson Return Fund and Portfolio Manager of HM Payson. Weickert has been with HM Payson since 1989, and Weickert's experience also includes Kidder Peabody & Co. and Scudder Stevens & Clark.
Professional designations
Listed by H. M. Payson & Co.
- CFA
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 23 April 2001 |
| Series 7 | General Securities Representative Examination | 21 November 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 September 1982 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 June 1982 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Nelson Weickert
- CRD
- 1046321
- Firm
- H. M. Payson & Co. · CRD 2993
- Role
- Managing Director
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hmpayson.com
Where does William Weickert work?
William Weickert has been Managing Director of H. M. Payson & Co. since January 2000, and is a control person of the firm.
Does William Weickert have a current investment-adviser registration?
William Weickert has no current investment-adviser or broker registration.
What exams has William Weickert passed?
William Weickert has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 24. The earliest, the Series 6, was passed in June 1982.
Where was William Weickert previously registered as an investment adviser?
William Weickert has past investment-adviser registrations through H.M. Payson, November 2002 to August 2026, across 1 firm.
Is William Weickert registered with FINRA?
No. William Weickert has no current broker registration.
Is William Weickert a CFA charterholder?
H. M. Payson & Co. lists William Weickert with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: William N. (Chip) Weickert, CFA biography, hmpayson.com
How can I verify William Weickert’s record?
Search CRD 1046321 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Weickert’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
Daniel LayManaging Director, Board Member
Thomas PierceManaging Director- Margaret ReinfriedManaging Director, Board Member