Jeffrey Greco
Jeffrey Greco is a ChFC-designated registered investment advisor at LPL Financial LLC, based in West Brentwood, NY, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
500 Express Drive So, Ste. 1, 1st Floor, West Brentwood, NY, 11717
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Regulatory History (1)
Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Jeffrey operates Blue Line Wealth Management as a DBA for his LPL business, dedicating nearly full-time hours to it. He also has Soverign Consulting Solutions and Broadview Consulting Inc for tax/investment purposes, and JB Greco & Associates, an insurance agency, taking about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Planmember Securities CorporationBroker
MML Investors Services, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLCBroker
Brewer Investment Advisors LLC
Brewer Financial Services, LLCBroker
MML Investors Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
J. T. Moran & CO., INC.Broker
State Registrations7 states
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.