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Stephen Daniel Poulos

Great Diamond Partners, LLC

Portland, ME

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Current Employers
Great Diamond Partners, Llc

22 Monument Square Suite 300, Portland, ME 04101 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-05-27
TX RA APPROVED_RES 2025-05-20
  • ME RA
    APPROVED
    Since 2025-05-27
  • TX RA
    APPROVED_RES
    Since 2025-05-20

Branch Locations

22 Monument Square Suite 300, Portland, ME 04101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Headinvest Portland ME 09/2010 05/2025
Great Diamond Partners, Llc Portland ME 05/2025 Present
Previous Registrations
  • 2010-10-22 → 2025-05-19
    Headinvest
    Portland, ME
    Portland, ME
Other Businesses

2019 Limited Partner - Cadenza - non-investment related, music venue, zero hours/month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-18
S63 Uniform Securities Agent State Law Examination 1991-12-06
  • S65 Uniform Investment Adviser Law Examination
    2010-10-18
  • S63 Uniform Securities Agent State Law Examination
    1991-12-06
Other Names
  • Steve Poulos

View on SEC IAPD

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Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME
MAINE SECURITIES CORPORATION · PORTLAND,, ME

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