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Ben Weylin Daigle

Old Port Advisors

Portland, ME

CRD 4833149

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Employer firm

Old Port Advisors CRD 108228

$783M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Old Port Advisors

130 Middle Street 2Nd Floor, Portland, ME 04101-7104 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2011-04-07
  • ME RA
    APPROVED
    Since 2011-04-07

Branch Locations

130 Middle Street 2Nd Floor, Portland, ME 04101-7104 • 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
Old Port Advisors, Inc Portland ME 11/2010 Present
  • 11/2010 → Present
    Old Port Advisors, Inc
    Portland, ME
Previous Registrations
Other Businesses

OUTSIDE EMPLOYMENT :-25 HILL STREET, LLC;NON-INVESTMENT RELATED; 297 PLUMMER MILL ROAD, DURHAM, ME; REAL ESTATE HOLDING COMPANY; OWNER; JANUARY 2008; 2-4 HOURS/MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; OWNER-MANAGER RESPONSIBILITIES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-27
  • S66 Uniform Combined State Law Examination
    2004-10-27

View on SEC IAPD

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