Marissa Greco
Marissa Greco is a registered investment advisor at Osaic Wealth, INC., based in Branchburg, NJ, with 9 years of industry experience. Marissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3040 US Highway 22 West, Suite 240, Branchburg, NJ, 08876
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Regulatory History
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
Marissa is involved in several outside business activities, including retail operations, insurance sales, marketing consulting, divorce financial analysis, and book authorship. She dedicates about a quarter of her time to retail operations, a few hours per week to insurance sales, about 10-20% of her time to marketing consulting and divorce financial analysis, and minimal time to book authorship.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
State Registrations30 states
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