Lisa Susan Demers
Investment adviser representative at Great Diamond Partners, LLC
11 yearsExperience
2 statesRegistered in
$804.1MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Great Diamond Partners, LLCJun 2021 to now
- Purshe Kaplan Sterling InvestmentsJul 2021 to Nov 2022
- UBS Financial Services Inc.Nov 2016 to May 2021
- Aries Wealth Management, LLCAug 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (ME, TX).
Great Diamond Partners, LLC
$804.1MAssets managed
533Clients
8Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2536000
- Firm CRD
- 299598