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Roland Greco

Impact Partnership Wealth, LLC
27 Years of Experience
Scranton, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Roland Greco is a registered investment advisor at Impact Partnership Wealth, LLC, based in Scranton, PA, with 27 years of industry experience. Roland is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,017 clients with $3B in assets under management.

Impact Partnership Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
87 advisors
Number of Clients
8,017 clients
Average Client Portfolio
$370K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Individual advisors can set the annual fee up to a maximum of 2.00%. Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

321 Biden St, Ste 1010, Scranton, PA, 18503

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
August 2017
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Roland owns College Planning Advisors, helping families with college planning strategies, dedicating a few hours per week. He is also a registered representative and investment advisor representative doing business as RG Financial Services, selling various insurance products, also dedicating a few hours per week. Finally, Roland refers clients to AE Medical Partner Program, spending minimal time on this activity.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
September 2025 - Present · 1 yr 1 mo
Madison Avenue Securities, LLCBroker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Madison Avenue Securities, LLC
August 2023 - December 2025 · 2 yrs 4 mos
J. W. Cole Advisors, INC.
August 2017 - September 2023 · 6 yrs 1 mo
J.W. Cole Financial, INC.Broker
August 2017 - September 2023 · 6 yrs 1 mo
LPL Financial LLC
July 2017 - September 2017 · 2 mos
Private Advisor Group, LLC
May 2016 - July 2017 · 1 yr 2 mos
Premier College Funding
September 2014 - December 2014 · 3 mos
Insight Private Advisors, LLC
September 2014 - May 2016 · 1 yr 8 mos
Jacobi Capital Management, LLC
October 2008 - September 2014 · 5 yrs 11 mos
LPL Financial Corporation
February 2008 - December 2009 · 1 yr 10 mos
LPL Financial LLCBroker
February 2008 - September 2017 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1999 - January 2008 · 8 yrs 9 mos
State Registrations3 states
CANJPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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