MB
Marion C. Barrow
H. M. PAYSON & CO.
Portland, ME 04101
Some features on this profile are disabled
CRD#: 6267429
MB
Professional summary
Marion C Barrow, who also goes by M Cameron Barrow, Marion Cameron Barrow, is a registered financial advisor currently at H. M. PAYSON & CO. located in Portland, Maine.
Marion is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Marion has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
M Cameron Barrow | Marion Cameron Barrow
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Marion C Barrow's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 23, 2013 - Present
H. M. PAYSON & CO.
Office #1: One Portland Square 5th Floor, Portland, ME, 04101RIA
CRD#: 2993
Portland, ME
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
H. M. PAYSON & CO.
H. M. PAYSON & CO. | H.M. PAYSON & CO. | H.M. PAYSON
CRD#: 2993 / SEC#: 801-3901, 8-2205
RIA
Registered Investment Advisory firm - SEC (1/15/1966 Approved)BD
Terminated by SEC on 12/19/2008
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maine(12/23/2013)
Exams
Current Firm
H. M. PAYSON & CO.
H. M. PAYSON & CO. | H.M. PAYSON & CO. | H.M. PAYSON
CRD#: 2993 / SEC#: 801-3901, 8-2205
RIA
Registered Investment Advisory firm - SEC (1/15/1966 Approved)BD
Terminated by SEC on 12/19/2008
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
One Portland Square 5th Floor, Portland, ME, 04101
Mailing Address
Po Box 31, Portland, ME 04112
Phone number
(207) 772-3761
Established
Maine since 01/01/1987
Firm type
Corporation
Fiscal year end
April
# of Employees
36
SEC notice filing (40 States and Territories)
Documents
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 | 4,190 |
| AUM (Assets Under Management) | $ 8,129,599,283 |
Disclosures
| Regulatory Event | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/20/2024 | ||
| 11/16/2023 | ||
| 12/22/2022 |
Red Flags
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.
Company Information
H. M. PAYSON & CO.
CRD#: 2993Portland, ME 04101TRUST BUT VERIFY
Monitor Marion Barrow
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
