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Steven Edward Tenney

GREAT DIAMOND PARTNERS, LLC·PORTLAND, Maine
Clean recordGREAT DIAMOND PARTNERS, LLC
22 MONUMENT SQUARE, PORTLAND, ME 04101CRD# 2393759Firm CRD# 299598

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Edward Tenney · PORTLAND, ME
Registration
CRD #2393759 · GREAT DIAMOND PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Edward Tenney 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
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2393759
Firm CRD# 299598
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Edward Tenney offer?
Steven Edward Tenney specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Maine for a consultation.
What are Steven Edward Tenney's credentials?
Steven Edward Tenney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Edward Tenney located?
Steven Edward Tenney 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 Steven Edward Tenney charge for services?
Steven Edward Tenney'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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