Helen Elizabeth Andreoli

Employer firm

Great Diamond Partners, LLC CRD 299598

$804M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• BUSINESS TRANSITION PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 05/2019
  Ubs Financial Services Inc.
  Portland, ME
• 05/2019 → Present
  Great Diamond Partners Llc
  Portaland, ME

Previous Registrations

• 2011-11-03 → 2019-05-20
  Ubs Financial Services Inc.
  Portland, ME
  Lovell, ME
• 2006-03-03 → 2011-11-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lovell, ME
  Portland, ME
• 2002-05-14 → 2006-03-06
  Morgan Stanley Dw Inc.
  Portland, ME

Other Businesses

1) Independent Licensed Insurance Agent/ Portland, Maine/ Non - Investment Related.

Exams

• S66 Uniform Combined State Law Examination
  2000-07-21

Designations

• Certified Financial Planner

Other Names

• Helen Elizabeth Leadley
• Helen Elizabeth Andreoli