Old Port Advisors

Overview

Old Port Advisors is an SEC registered investment adviser based in Portland, ME, registered since 1995. It reports $783M in assets under management across 2,245 accounts, with 14 employees. It has 11 investment adviser representatives.

Reported AUM

$783M

Discretionary

93%

Accounts

2,245

Average account

$349K

Employees

14

Advisory reps

11

Registered since

1995

Jurisdictions

13

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 6

• Fredric Wallace Williams President and Managing Director CRD 712536
• Erica Morgan Bly Client Service Manager, Chief Compliance Officer CRD 5198589
• Ben Weylin Daigle Executive Vice President CRD 4833149

3 more executive officers, with direct contact details

Advisory reps 3 of 11

• Erica Morgan Bly Investment Adviser Rep CRD 5198589
• Lawrence John Bowlan Investment Adviser Rep CRD 1095978
• Ben Weylin Daigle Investment Adviser Rep CRD 4833149

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

130 Middle St Fl 2
Portland, ME 04101

County

Cumberland

Metro area

Portland-South Portland, ME

Region

Northeast

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: oldportadvisors.com

Every state, with registration dates

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