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Helen Elizabeth Andreoli

GREAT DIAMOND PARTNERS, LLC·PORTLAND, Maine
Clean recordGREAT DIAMOND PARTNERS, LLC
22 MONUMENT SQUARE, PORTLAND, ME 04101CRD# 4211137Firm CRD# 299598

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Helen Elizabeth Andreoli · PORTLAND, ME
Registration
CRD #4211137 · GREAT DIAMOND PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Helen Elizabeth Andreoli is a registered financial advisor based in PORTLAND, Maine, affiliated with GREAT DIAMOND PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GREAT DIAMOND PARTNERS, LLC
GREAT DIAMOND PARTNERS, LLC
AUM
$649M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GREAT DIAMOND PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4211137
Firm CRD# 299598
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Helen Elizabeth Andreoli offer?
Helen Elizabeth Andreoli specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Maine for a consultation.
What are Helen Elizabeth Andreoli's credentials?
Helen Elizabeth Andreoli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Helen Elizabeth Andreoli located?
Helen Elizabeth Andreoli is based in PORTLAND, Maine, working with GREAT DIAMOND PARTNERS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Helen Elizabeth Andreoli charge for services?
Helen Elizabeth Andreoli's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT DIAMOND PARTNERS, LLC?
GREAT DIAMOND PARTNERS, LLC has approximately 8 employees and manages $649M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREAT DIAMOND PARTNERS, LLC

Steven Edward Tenney
PORTLAND, ME
Joseph William Powers
PORTLAND, ME
John M Piper
PORTLAND, ME

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Research
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