AP
AP

Abigail Marr Psyhogeos

34 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
841 advisors
Number of Clients
36,839 clients
Average Client Portfolio
$29.4M average
Assets Under Management
$1083.1B
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Location

100 Commercial Street, Suite 200, Portland, ME, 04101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Captrust
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Boston Financial Management LLC
July 2018 - February 2025 · 6 yrs 7 mos
F L Putnam Investment Management CO.
January 2017 - June 2018 · 1 yr 5 mos
Bainco International Investors LLC
July 2000 - December 2016 · 16 yrs 5 mos
Newbury Street Capital Limited PartnershipBroker
April 1997 - December 2016 · 19 yrs 8 mos
Newbury Street Capital Limited PartnershipBroker
February 1994 - December 1996 · 2 yrs 10 mos
New England SecuritiesBroker
March 1992 - April 1993 · 1 yr 1 mo
New England SecuritiesBroker
April 1988 - April 1990 · 2 yrs
State Registrations1 state
ME
Advisor
Exams
No exam information available for this advisor.