Craig Arthur Leupold
Professional Summary
Craig Arthur Leupold, who also goes by Craig Leupold, was a registered financial advisor. Craig was a previously registered financial professional and started their career in finance 1995 - 2025. Craig had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 86, Series 87, Series 7, Series 2 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Craig Leupold
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
GREEN STREET INVESTORS, LLC | GSI CAPITAL ADVISORS LLC
Contact Information
Main Address
23 Corporate Plaza Suite 150, Newport Beach, CA 92660Phone Number
(833) 734-8474# of Employees
4SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
3AUM (Assets Under Management)
$182,365,352Similar Advisors
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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.
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Primary Firm SEC Registration
GREEN STREET INVESTORS, LLC | GSI CAPITAL ADVISORS LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Jul 2004About the Series 87 examSeries 2 — Non-Member General Securities Examination
Passed Apr 1994Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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