CG
CG

Christopher Grieco

28 Years of Experience
Pittsburgh, PA
BrokerSells Insurance

Christopher Grieco is a registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

2547 Washington Road, Ste 711, Pittsburgh, PA, 15241

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher operates his LPL business through Tall Trees Capital, dedicating full-time hours. He also works with ONE2ONE Insurance Advisors, LLC, an insurance agency, dedicating about 35% of his time, and spends minimal time on GFL Venture Capital, LLC, a real estate rental business.

Employment History
Current Registrations
LPL Financial LLC
December 2020 - Present · 5 yrs 9 mos
LPL Financial LLCBroker
December 2020 - Present · 5 yrs 9 mos
Previous Registrations
Sagepoint Financial, INC.
January 2016 - December 2020 · 4 yrs 11 mos
Sagepoint Financial, INC.Broker
January 2016 - December 2020 · 4 yrs 11 mos
Trustmont Financial Group, INC.Broker
June 2001 - December 2015 · 14 yrs 6 mos
The Advisors Group, INC.Broker
July 1998 - June 2001 · 2 yrs 11 mos
New England SecuritiesBroker
March 1997 - July 1998 · 1 yr 4 mos
State Registrations2 states
MDPA
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.
Christopher Grieco - Financial Advisor | TrueAdvisor