PD
Pamela G. Diamantis
CURBSTONE FINANCIAL MANAGEMENT
Manchester, NH 03104-3002
Some features on this profile are disabled
CRD#: 5166938
PD
Professional summary
Pamela Gay Diamantis is a registered financial advisor currently at CURBSTONE FINANCIAL MANAGEMENT CORPORATION located in Manchester, New Hampshire.
Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Pamela has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Effective in April, 2017, Pamela Diamantis serves as General Partner to the Impact NH Series Fund, LP, c/o Michael J. Drooff, Esquire, Sheehan Phinney, 1000 Elm St., Manchester, NH 03101. Impact NH Series Fund, LP, is anticipated to be a $1,000,000 Limited Partnership fund being formed for the purpose of (1) encouraging women to engage as angel investors, (2) providing the educational element that will assist in the development of new angel investors, (3) providing capital for businesses with women CEOs and/or substantial participation of women in executive management, (4) assisting businesses domiciled in New Hampshire or those that have a majority of their operations in New Hampshire, and (5) providing investments on company-friendly terms. The limited Partnership interests being offered hereby have not been registered under the U.S. Securities Act of 1933, as amended, and will be offered in reliance upon an exemption from such act. No public market exists or will develop for the partnership interests. Investors in this partnership are required to be accredited investors. The partnership will not invest in nor conflict with the investment advisory activities of Curbstone Investment Management Corporation in any way. Ms. Diamantis will not receive any compensation for her services as General Partner.
Effective in August, 2018, Pamela Diamantis serves on the Board of Directors as a shareholder/trustee to Primary Bank, 207 Route 101, Bedford, NH 03110. She will also be serving on committees within the bank in the normal course of business and board activity,
CRS (Client Relationship Summary) - RIA
Click below to view Pamela Gay Diamantis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 30, 2006 - Present
CURBSTONE FINANCIAL MANAGEMENT CORPORATION
Office #1: 741 Chestnut Street, Manchester, NH 03104-3002Office #2: 741 Chestnut Street, Manchester, NH 03104RIA
CRD#: 13348
Manchester, NH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CURBSTONE FINANCIAL MANAGEMENT CORPORATION
CURBSTONE FINANCIAL CORPORATION | CURBSTONE FINANCIAL MANAGEMENT CORPORATION | CURBSTONE FINANCIAL MANAGEMENT CORP.
CRD#: 13348 / SEC#: 801-67354, 8-29418
RIA
Registered Investment Advisory firm - SEC (12/4/2006 Approved)Maine
Registered Investment Advisory firm - SEC (12/11/2006 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (12/11/2006 Terminated)New Hampshire
Registered Investment Advisory firm - SEC (12/7/2006 Terminated)Vermont
Registered Investment Advisory firm - SEC (11/26/2003 Terminated)BD
Terminated by SEC on 12/21/2019
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(12/16/2024)
IAR
New Hampshire(8/30/2006)
IAR
Texas(6/19/2024)
Current Firm
CF
CURBSTONE FINANCIAL MANAGEMENT CORPORATION
CURBSTONE FINANCIAL CORPORATION | CURBSTONE FINANCIAL MANAGEMENT CORPORATION | CURBSTONE FINANCIAL MANAGEMENT CORP.
CRD#: 13348 / SEC#: 801-67354, 8-29418
RIA
Registered Investment Advisory firm - SEC (12/4/2006 Approved)Maine
Registered Investment Advisory firm - SEC (12/11/2006 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (12/11/2006 Terminated)New Hampshire
Registered Investment Advisory firm - SEC (12/7/2006 Terminated)Vermont
Registered Investment Advisory firm - SEC (11/26/2003 Terminated)BD
Terminated by SEC on 12/21/2019
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Contact information
Main Address
741 Chestnut Street, Manchester, NH 03104-3002
Mailing Address
Phone number
(603) 624-8462
Established
New Hampshire since 02/01/1983
Firm type
Corporation
Fiscal year end
March
# of Employees
10
SEC notice filing (9 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LEWRY, THOMAS MOTT IV | PRESIDENT, CHIEF COMPLIANCE OFFICER, FINANCIAL OPERATIONS PRINCIPAL | 308983 |
Regulatory assets under management
| Total Number of Accounts | 606 |
| AUM (Assets Under Management) | $ 385,398,261 |
Disclosures
| Regulatory Event | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/28/2025 | ||
| 07/13/2023 | ||
| 07/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
