Investment adviser representative · Greenup Street Wealth Management LLC
Grace T. Arnold
CRD 6319884 · Cleveland Heights, OH
At a glance
Grace T. Arnold is an investment adviser representative with Greenup Street Wealth Management LLC in Cleveland Heights, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Grace’s SEC record dates to 2024, about 2 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Greenup Street Wealth Management LLCSince May 2024Cleveland Heights, OH · $900M in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Grace’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.