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Sarah Louise Gries

Arax Advisory Partners

New York, NY

Cleveland, OH

CRD 229805

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Employer firm

Arax Advisory Partners CRD 133535

$26.5B regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Arax Advisory Partners

10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-26
  • OH RA
    APPROVED
    Since 2026-03-26

Branch Locations

10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States

1300 East Ninth Street Suite 1900, Cleveland, OH 44114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gries Financial Llc Cleveland OH 08/1978 Present
  • 08/1978 → Present
    Gries Financial Llc
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-10-19
  • S65 Uniform Investment Adviser Law Examination
    1992-10-19
Designations
  • Certified Financial Planner
Other Names
  • Sally Gries
  • Sarah Louise Mann

View on SEC IAPD

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