Craig A. Leupold
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Craig Arthur Leupold, who also goes by Craig Leupold, was a registered financial professional .
Craig is a previously registered financial professional and started their career in finance in 1995. 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 26, 2016 - October 29, 2025
GSI CAPITAL ADVISORS LLC
December 18, 2014 - January 16, 2020
GREEN STREET
October 9, 2014 - January 6, 2015
GREEN STREET TRADING, LLC
January 18, 1995 - January 6, 2020
GREEN STREET TRADING, LLC
Primary Firm SEC Registration
GSI CAPITAL ADVISORS LLC
CRD#: 135143 / SEC#: 801-66702
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 2
Date: 4/18/1994
Non-Member General Securities ExaminationCurrent Firm
GSI CAPITAL ADVISORS LLC
CRD#: 135143 / SEC#: 801-66702
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 192,399,431 |
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.
