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Carina Shipotofsky Diamond

GRIES FINANCIAL LLC·CLEVELAND, Ohio
SIE, Series 7, Series 24, Series 51, Series 63, Series 66CFPClean record22 years registeredGRIES 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 · 22 years registered
Brand Profile
Not yet started
01

Career History

ARAX ADVISORY PARTNERS
Feb 2026 – present
GFP PRIVATE WEALTH
Sep 2024 – Feb 2026
CLEVELAND, OH
DAKORE WEALTH MANAGEMENT, LLC
Oct 2020 – Jul 2021
AKRON, OH
DAKOTA WEALTH, LLC
Jul 2019 – Jul 2023
AKRON, OH
SPRINGSIDE PARTNERS LLC
Nov 2014 – Nov 2019
AKRON, OH
CETERA ADVISORS LLC
Jan 2004 – Oct 2018
AKRON, OH
VESTAX SECURITIES CORPORATION
Aug 2003 – Jan 2004
AKRON, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 63
Series 66
Registration record
First registered · August 21, 2003
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRIES FINANCIAL LLC
CRD 110031 · SEC 801-56552
AUM
$1.3B
Regulatory assets under management
Employees
30
1,731 client accounts
Services offered by GRIES FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at GRIES FINANCIAL LLC →
Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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
William George Caster
CLEVELAND, OH
Sarah Louise Gries
CLEVELAND, OH
Edward Joseph Bell
CLEVELAND, OH
Hemal Jayant Gala
CLEVELAND, OH

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