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Paul Greco

14 Years of Experience
Saint Louis, MO
1 DisclosureBroker

Paul Greco is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Louis, MO, with 14 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

One U.S. Bank Plaza, 7th and Washington St, Saint Louis, MO, 63101

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History

Regulatory History (1)
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Customer Dispute
January 2015
Denied
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
March 2025 - February 2026 · 11 mos
U.S. Bancorp Investments, INC.
March 2025 - February 2026 · 11 mos
Wells Fargo Advisors
January 2016 - March 2025 · 9 yrs 2 mos
First Clearing, LLCBroker
July 2015 - November 2016 · 1 yr 4 mos
Wells Fargo Advisors Financial Network, LLC
January 2015 - August 2015 · 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2015 - August 2015 · 7 mos
Wells Fargo Advisors, LLC
August 2014 - December 2015 · 1 yr 4 mos
Wells Fargo Clearing Services, LLCBroker
December 2012 - March 2025 · 12 yrs 3 mos
AXA Advisors, LLCBroker
September 2011 - December 2012 · 1 yr 3 mos
State Registrations1 state
MO
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.