Robert Marc Greco

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 06/2024
  Securities America, Inc.
  Holmdel, NJ
• 11/2014 → 06/2024
  Securities America Advisors, Inc.
  Holmdel, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Holmdel, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Holmdel, NJ

Previous Registrations

• 2014-11-14 → 2024-06-14
  Securities America Advisors, Inc.
  Holmdel, NJ
• 2012-10-24 → 2014-11-14
  Sunset Financial Services, Inc.
  Redbank, NJ
  Kansas City, MO
• 2011-01-14 → 2012-10-25
  Hornor, Townsend & Kent, Llc
  Edison, NJ
• 2002-07-30 → 2011-01-06
  Msi Financial Services, Inc.
  Fairfield, NJ
  Iselin, NJ
  Tinton Falls, NJ

Other Businesses

GRECO FINANCIAL SERVICES POSITION: Broker NATURE: Insurance Sales and Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/01/2012 ADDRESS: 42 Durant Ave, Holmdel NJ 07733, United States DESCRIPTION: Sales and Service of Insurance products for individual, family, and business.20 hours per week

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-10-21