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Abigail Marr Psyhogeos

Captrust

Portland, ME

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2024-11-21
  • ME RA
    APPROVED
    Since 2024-11-21

Branch Locations

100 Commercial Street Suite 200, Portland, ME 04101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bainco International Investors Boston MA 09/1987 12/2016
F. L. Putnam Investment Management Company Wellesley MA 01/2017 07/2018
Boston Financial Management Llc Boston MA 07/2018 11/2024
Capfinancial Partners Llc (Captrust) Raleigh NC 11/2024 Present
  • 09/1987 → 12/2016
    Bainco International Investors
    Boston, MA
  • 01/2017 → 07/2018
    F. L. Putnam Investment Management Company
    Wellesley, MA
  • 07/2018 → 11/2024
    Boston Financial Management Llc
    Boston, MA
  • 11/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2018-07-03 → 2025-02-18
    Boston Financial Management Llc
    Boston, MA
    Portland, ME
  • 2017-01-23 → 2018-06-29
    F L Putnam Investment Management Co.
    Wellesley, MA
    Portland, ME
  • 2000-07-19 → 2016-12-31
    Bainco International Investors Llc
    Boston, MA
    Wellesley, MA
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-19
S63 Uniform Securities Agent State Law Examination 1993-06-17
  • S65 Uniform Investment Adviser Law Examination
    1999-11-19
  • S63 Uniform Securities Agent State Law Examination
    1993-06-17
Other Names
  • Abigail Marr
  • Abigail Psyhogeos

View on SEC IAPD

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MASCOMA WEALTH MANAGEMENT
MAINE SECURITIES CORPORATION
PENOBSCOT FINANCIAL ADVISORS

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LISA SUSAN DEMERS

Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME

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