Mark Oliver Doehla
Investment adviser representative at Great Diamond Partners, LLC
18 yearsExperience
3 statesRegistered in
$804.1MFirm assets
7 yearsFirm in business
Are you Mark Oliver Doehla? Claim your profile
Contact this firm
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
18 years in the industry.
- Great Diamond Partners, LLCMay 2025 to now
- H M Payson & CoSep 2023 to Apr 2025
- National Life GroupApr 2008 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (ME, TX, VT).
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
- 2800367
- Firm CRD
- 299598