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Stephen Daniel Poulos

HEADINVEST, LLC·PORTLAND, Maine
Unclaimed Profile
7 CUSTOM HOUSE ST, PORTLAND, ME 04101-4194CRD# 2200533Firm CRD# 140518
01

About

Stephen Daniel Poulos is a registered financial advisor based in PORTLAND, Maine, affiliated with HEADINVEST, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HEADINVEST, LLC
HEADINVEST
AUM
$898M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at HEADINVEST, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2200533
Firm CRD# 140518
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Daniel Poulos offer?
Stephen Daniel Poulos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.
What are Stephen Daniel Poulos's credentials?
Stephen Daniel Poulos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Daniel Poulos located?
Stephen Daniel Poulos is based in PORTLAND, Maine, working with HEADINVEST, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Stephen Daniel Poulos charge for services?
Stephen Daniel Poulos'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 HEADINVEST, LLC?
HEADINVEST, LLC has approximately 16 employees and manages $898M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maine
BANGOR (22)BRUNSWICK (17)BAR HARBOR (6)FALMOUTH (6)SOUTH PORTLAND (5)
City Guides
BANGOR GuideBRUNSWICK GuideBAR HARBOR GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
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