William Nelson Weickert

Employer firm

H.m. Payson CRD 2993

$9.09B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Periodicals / newsletters

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

Current Employers

H.M. Payson

One City Center, Ste 211, Portland, ME 04101 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2013-02-06
ME	RA	APPROVED	2002-11-15

TX RA
APPROVED_RES

Since 2013-02-06
ME RA
APPROVED

Since 2002-11-15

Branch Locations

One City Center, Ste 211, Portland, ME 04101 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
H. M. Payson & Co.	Portland	ME	04/1989	Present

04/1989 → Present

H. M. Payson & Co.

Portland, ME

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1982-09-03

S63 Uniform Securities Agent State Law Examination

1982-09-03

Designations

Chartered Financial Analyst

Other Names

Chip Weickert
William Nelson Jr Weickert

View on SEC IAPD

Employer firm

Current Employers

H.M. Payson

Disclosures

Employment History

Exams

Designations

Other Names

Nearby Firms

Nearby Investors

Nearby Offices

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