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Carina Shipotofsky Diamond

GRIES FINANCIAL LLC·CLEVELAND, Ohio
Clean recordGRIES FINANCIAL LLC
1801 EAST NINTH STREET, CLEVELAND, OH 44114CRD# 4652063Firm CRD# 110031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carina Shipotofsky Diamond · CLEVELAND, OH
Registration
CRD #4652063 · GRIES FINANCIAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carina Shipotofsky Diamond is a registered financial advisor based in CLEVELAND, Ohio, affiliated with GRIES FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GRIES FINANCIAL LLC
GRIES FINANCIAL PARTNERS
AUM
$1.3B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at GRIES FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE
Regulatory
SEC/IARD CRD# 4652063
Firm CRD# 110031
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carina Shipotofsky Diamond offer?
Carina Shipotofsky Diamond specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Carina Shipotofsky Diamond's credentials?
Carina Shipotofsky Diamond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carina Shipotofsky Diamond located?
Carina Shipotofsky Diamond is based in CLEVELAND, Ohio, working with GRIES FINANCIAL LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Carina Shipotofsky Diamond charge for services?
Carina Shipotofsky Diamond's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: personal trustee services, bill pay, and tax prep assistance. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRIES FINANCIAL LLC?
GRIES FINANCIAL LLC has approximately 30 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRIES FINANCIAL LLC

Lauren Rich Fine
CLEVELAND, OH
Michael Keith Wager
CLEVELAND, OH
Robert Dauby Gries
CLEVELAND, OH
Sarah Louise Gries
CLEVELAND, OH
Edward Joseph Bell
CLEVELAND, OH
William George Caster
CLEVELAND, OH

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