John
Piper

Great Diamond Partners, LLC

CRD#5198426
Investment Advisor
in Portland, ME

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About this Advisor

John Piper is a financial advisor based in Portland, Maine, working with Great Diamond Partners, LLC. John has previously held positions at Newbury Street Capital, Lp, Bainco International Investors, Ubs Financial Services Inc, Great Diamond Partners LLC, and Purshe Kaplan Sterling Investments. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maine and Texas. Currently, John is part of Great Diamond Partners, LLC, which operates out of Portland, Maine. The firm has 8 employees and manages assets totaling $649.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Great Diamond Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

22 Monument Square Suite 300
Portland, ME 04101

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Great Diamond Partners, LLC Brokerage Details

Total Assets Under Management

$649,123,040

ME Average: $618,328,769
Total Number of Employees

8

ME Average: 10
Total Number of Accounts

1,619

ME Average: 975
Average Account Size

$400,941

ME Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

John Piper Work History

2019 - Present (5 years)

Great Diamond Partners LLC

2019 - 2019 (< 1 year)

Purshe Kaplan Sterling Investments

2015 - 2019 (4 years)

Ubs Financial Services Inc

2005 - 2015 (10 years)

Newbury Street Capital, Lp

2005 - 2015 (10 years)

Bainco International Investors

Disclosures

Please visit the SEC profile of John Piper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Great Diamond Partners, LLC

Wyatt Andreoli
Portland, ME
Helen Andreoli
Portland, ME
Andrew Scott
Portland, ME
John Piper
Portland, ME
Joseph Powers
Portland, ME
Lisa Demers
Portland, ME

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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