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Managing Partner/chief Financial Officer · Great Diamond Partners, LLC

Helen E. Andreoli

CRD 4211137 · Named on Form ADV at one SEC-registered adviser

At a glance

Great Diamond Partners, LLC, an SEC-registered wealth manager based in Portland, ME with $804 million in regulatory assets, lists Helen E. Andreoli on its Form ADV as Managing Partner/chief Financial Officer, a control person.

Firms and roles

AtlasMembers

Helen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John M. PiperFounding Partner/portfolio Manager/chief Compliance Officer, Great Diamond Partners, LLC
  • Joseph W. PowersFounding Partner/chief Planning Officer, Great Diamond Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Helen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.