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Carina Shipotofsky Diamond

Carina S. Diamond

GFP PRIVATE WEALTH
CLEVELAND, OH 44114
Some features on this profile are disabled
CRD#: 4652063
Carina Shipotofsky Diamond

Professional summary

Carina Shipotofsky Diamond, AIF®, CFP® is a registered financial advisor currently at GFP PRIVATE WEALTH located in Cleveland, Ohio.

Carina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Carina has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

top-8-questions

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.
4100FS Chief Growth Officer and is not investment related 09/2024 start date. 4100FS controls Gries Financial Partners and provides resources to the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carina Shipotofsky Diamond's CRS (Customer Relationship Summary).
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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 1992

Experience

Current

September 30, 2024 - Present

GFP PRIVATE WEALTH

Office #1: 1300 East Ninth Street Suite 1900, Cleveland, OH 44114
RIA
CRD#: 110031
CLEVELAND, OH
Past

October 1, 2020 - July 8, 2021

DAKORE WEALTH MANAGEMENT, LLC

RIA
CRD#: 310618
AKRON, OH
Past

July 16, 2019 - July 10, 2023

DAKOTA WEALTH, LLC

RIA
CRD#: 297987
AKRON, OH
Past

November 7, 2014 - November 1, 2019

SPRINGSIDE PARTNERS LLC

RIA
CRD#: 172934
AKRON, OH
Past

January 1, 2004 - October 16, 2018

CETERA ADVISORS LLC

RIA
CRD#: 10299
AKRON, OH
Past

January 1, 2004 - October 16, 2018

CETERA ADVISORS LLC

BD
CRD#: 10299
AKRON, OH
Past

August 21, 2003 - January 1, 2004

VESTAX SECURITIES CORPORATION

RIA
CRD#: 10332
AKRON, OH
Past

April 14, 2003 - January 1, 2004

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH

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".
GP
GFP PRIVATE WEALTH
DH LOGIX | LOGIX INVESTMENTS LLC | LOGIX INVESTMENT MANAGEMENT | GRIES FINANCIAL PARTNERS | GRIES FINANCIAL LLC | GFP PRIVATE WEALTH

CRD#: 110031 / SEC#: 801-56552

RIA
Registered Investment Advisory firm - (4/16/1999 Approved)

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
Ohio
(9/30/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/11/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/19/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/11/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 7/25/2005
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/20/2003
General Securities Principal Examination

Current Firm

GP
GFP PRIVATE WEALTH
DH LOGIX | LOGIX INVESTMENTS LLC | LOGIX INVESTMENT MANAGEMENT | GRIES FINANCIAL PARTNERS | GRIES FINANCIAL LLC | GFP PRIVATE WEALTH

CRD#: 110031 / SEC#: 801-56552

RIA
Registered Investment Advisory firm - (4/16/1999 Approved)
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Contact information

Main Address
1300 East Ninth Street Suite 1900, Cleveland, OH 44114
Mailing Address
Phone number
(833) 309-9900
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025.08.14 GFP ADV PART 2A (8/14/2025)

Regulatory assets under management

Total Number of Accounts1,658
AUM (Assets Under Management)$ 1,347,911,649

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/27/2024
Cover Page
Report
10/26/2023
Cover Page
Report
02/28/2023
Cover Page
Report

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.

Company Information

GFP PRIVATE WEALTH

CRD#: 110031Cleveland, OH 44114

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