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Margaret C Reinfried

Corient

Portland, ME

CRD 6233867

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Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-08-18
  • ME RA
    APPROVED
    Since 2026-08-18

Branch Locations

1 Portland Square, Suite 500, 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
Corient Services Llc Miami FL 07/2026 Present
Corient Portland ME 07/2026 Present
Hm Payson Portland ME 07/2014 07/2026
  • 07/2026 → Present
    Corient Services Llc
    Miami , FL
  • 07/2026 → Present
    Corient
    Portland , ME
  • 07/2014 → 07/2026
    Hm Payson
    Portland, ME
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Molly Plain
  • Margaret Plain
  • Margaret C Plain

View on SEC IAPD

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