Unclaimed Profile

Steven Edward Tenney

GREAT DIAMOND PARTNERS, LLC·PORTLAND, Maine

SIE, Series 7, Series 63, Series 65, Series 99TOClean record29 years registeredGREAT 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 · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GREAT DIAMOND PARTNERS, LLC

GREAT DIAMOND PARTNERS, LLC

May 2019 – May 2024

PORTLAND, ME

UBS FINANCIAL SERVICES INC.

Aug 1997 – May 2019

PORTLAND, ME

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · August 7, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREAT DIAMOND PARTNERS, LLC

CRD 299598 · SEC 801-115058

AUM

$649M

Regulatory assets under management

Employees

1,619 client accounts

Services offered by GREAT DIAMOND PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GREAT DIAMOND PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Edward Tenney offer?

Steven Edward Tenney specializes in Financial Planning, Investment Management.

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, last registered with GREAT DIAMOND PARTNERS, LLC.

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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