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RIA / WealthAdvisor39 years in industry

ABIGAIL MARR PSYHOGEOS

Advisor at CAPTRUST

PORTLAND, ME

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Search this name across graphsid dfx:ria:c493b3a5-2e65-a70a-4b3c-6dc38756b4fe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 19, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 17, 1993
First registration: Jul 19, 2000
Dual registered: no
Other names: ABIGAIL MARR|ABIGAIL PSYHOGEOS
IAPD individual key: 1808284

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
Captrust	Institutional manager	Nov 21, 2024	n/a	yes	PORTLAND, ME	Current employment
BOSTON FINANCIAL MANAGEMENT LLC	Former SEC adviser	Jul 3, 2018	Feb 18, 2025	no	BOSTON, MA\|PORTLAND, ME	Previous registration
F L PUTNAM INVESTMENT MANAGEMENT CO.	Independent wealth	Jan 23, 2017	Jun 29, 2018	no	WELLESLEY, MA\|PORTLAND, ME	Previous registration
BAINCO INTERNATIONAL INVESTORS LLC	Former SEC adviser	Jul 19, 2000	Dec 31, 2016	no	BOSTON, MA\|WELLESLEY, MA\|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
BOSTON FINANCIAL MANAGEMENT LLC	Captrust	Feb 18, 2025	Nov 21, 2024	-89	Firm change after gap	Other
F L PUTNAM INVESTMENT MANAGEMENT CO.	BOSTON FINANCIAL MANAGEMENT LLC	Jun 29, 2018	Jul 3, 2018	4	Firm change	RIA to RIA
BAINCO INTERNATIONAL INVESTORS LLC	F L PUTNAM INVESTMENT MANAGEMENT CO.	Dec 31, 2016	Jan 23, 2017	23	Firm change	Other

Relationships

Registered with (4)

→ CAPTRUSTRegistered adviserregistration: current employment
Nov 21, 2024 to presentfactForm ADV
→ BOSTON FINANCIAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 3, 2018 to Feb 18, 2025factForm ADV
→ F L PUTNAM INVESTMENT MANAGEMENT CO.Registered adviserregistration: previous registration
Jan 23, 2017 to Jun 29, 2018factForm ADV
→ BAINCO INTERNATIONAL INVESTORS LLCRegistered adviserregistration: previous registration
Jul 19, 2000 to Dec 31, 2016factForm ADV

Dated events

Occurred
Feb 18, 2025
Advisor changed firm
Abigail Marr Psyhogeos left Boston Financial Management Llc for Captrust (registered 2024-11-21)
Form ADVobserved 6 days ago