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RIA / WealthAdvisorCertified Financial Planner13 years in industry

MARGARET C REINFRIED

Advisor at CORIENT

Portland, ME

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70639875-a042-2920-e529-50966487fdbe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Aug 20, 2013 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Margaret C Reinfried

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORIENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 20, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Aug 20, 2013
Dual registered: no
Other names: MOLLY PLAIN|MARGARET PLAIN|MARGARET C PLAIN
IAPD individual key: 6233867

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Corient	Independent wealth	Aug 18, 2026	n/a	yes	Portland, ME	Current employment
H.M. PAYSON	Independent wealth	Dec 9, 2014	Aug 21, 2026	no	PORTLAND, ME	Previous registration
MODERA WEALTH MANAGEMENT, LLC	Independent wealth	Aug 20, 2013	Jan 2, 2015	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
H.M. PAYSON	Corient	Aug 21, 2026	Aug 18, 2026	-3	Firm change	RIA to RIA
MODERA WEALTH MANAGEMENT, LLC	H.M. PAYSON	Jan 2, 2015	Dec 9, 2014	-24	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
2993:319448:ME:2026-08-20	Aug 21, 2026	Aug 18, 2026	PORTLAND, ME	Firm change

Relationships

Registered with (3)

→ CORIENTRegistered adviserregistration: current employment
Aug 18, 2026 to presentfactForm ADV
→ H.M. PAYSONRegistered adviserregistration: previous registration
Dec 9, 2014 to Aug 21, 2026factForm ADV
→ MODERA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 20, 2013 to Jan 2, 2015factForm ADV

Dated events

Occurred
Aug 21, 2026
Advisor changed firm
Margaret C Reinfried left H.M. Payson for Corient (registered 2026-08-18)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70639875-a042-2920-e529-50966487fdbe
First observed: Aug 20, 2013
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARGARET C REINFRIED

Advisor at CORIENT

Portland, ME

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70639875-a042-2920-e529-50966487fdbe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:43 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Corient

Independent wealth

Aug 18, 2026

n/a

yes

Portland, ME

Current employment

H.M. PAYSON

Independent wealth

Dec 9, 2014

Aug 21, 2026

PORTLAND, ME

Previous registration

MODERA WEALTH MANAGEMENT, LLC

Independent wealth

Aug 20, 2013

Jan 2, 2015

BOSTON, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

H.M. PAYSON

Corient

Aug 21, 2026

Aug 18, 2026

-3

Firm change

RIA to RIA

MODERA WEALTH MANAGEMENT, LLC

H.M. PAYSON

Jan 2, 2015

Dec 9, 2014

-24

Firm change

Other

Team

Left

Joined

From

Kind

2993:319448:ME:2026-08-20

Aug 21, 2026

Aug 18, 2026

PORTLAND, ME

Firm change