Robert Mcintire Davis
CFP®Professional Summary
Robert Mcintire Davis, CFP® is a registered financial advisor currently at H. M. PAYSON & CO. located in Portland, Maine and R M DAVIS INC located in Portland, Maine. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Robert has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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PFS INVESTMENTS INC.
Videos & Posts
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PFS INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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PFS INVESTMENTS INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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PFS INVESTMENTS INC.
Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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PFS INVESTMENTS INC.
Current Firm
H. M. PAYSON & CO. | H.M. PAYSON & CO. | H.M. PAYSON
Contact Information
Main Address
One City Center, Ste 211, Portland, ME 04101Mailing Address
Po Box 31, Portland, ME 04112Phone Number
(207) 772-3761Established
Maine since 01/01/1987Firm Type
CorporationFiscal Year End
April# of Employees
34SEC notice filing (40 States and Territories)
Registered to provide investment advisory services in 40 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CURRIE, MICHAEL ROBERT | MANAGING DIRECTOR & PRESIDENT | 2880899 |
| DOWNING, JOHN CLAYTON | MANAGING DIRECTOR & TREASURER & CHIEF COMPLIANCE OFFICER | 1227358 |
| ESPOSITO, TERESA MARGARET | MANAGING DIRECTOR & CHIEF OPERATIONS OFFICER | 2729388 |
| KNOX, JOHN CLEVELAND | MANAGING DIRECTOR | 824859 |
| PIERCE, THOMAS MADIGAN | MANAGING DIRECTOR | 819198 |
| ROBBINS, PETER ELIOT | MANAGING DIRECTOR & CHAIR EXECUTIVE COMMITTEE | 1022085 |
| WALKER, JOHN HERMAN | MANAGING DIRECTOR & CHAIRMAN OF THE BOARD | 457194 |
| WEICKERT, WILLIAM NELSON JR | MANAGING DIRECTOR & SECRETARY & DIRECTOR OF RESEARCH | 1046321 |
| BELIVEAU, JOHN SEVERIN | MANAGING DIRECTOR | 2044870 |
| HARRIS, JOEL SHOREY | MANAGING DIRECTOR | 1028770 |
Regulatory Assets Under Management
Total Number of Accounts
4,308AUM (Assets Under Management)
$9,089,039,931Disclosures
Regulatory Event
1Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/22/2025 | Cover Page | Report |
| 12/20/2024 | Cover Page | Report |
| 11/16/2023 | Cover Page | Report |
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PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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PFS INVESTMENTS INC.
Primary Firm SEC Registration
H. M. PAYSON & CO. | H.M. PAYSON & CO. | H.M. PAYSON
State Registrations and Notice Filings
(10/28/2013)
(12/14/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Mcintire Davis's CRS (Customer Relationship Summary).
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PFS INVESTMENTS INC.
