Garrett Joseph Greco

Current Employers

Employment History

• 03/2024 → 04/2025
  Integrated Financial Concepts
  Red Bank, NJ
• 05/2022 → 09/2023
  Ubs Financial Services
  Weehawken, NJ
• 09/2023 → 03/2024
  Unemployed
  Norwood, NJ
• 09/2018 → 05/2022
  Monmouth University
  West Long Branch, NJ
• 09/2014 → 07/2018
  Northern Valley Regional High School
  Old Tappan, NJ
• 12/2024 → 04/2025
  Equity Services, Inc.
  Montpelier, VT
• 05/2025 → 09/2025
  Unemployed
  Neptune City, NJ
• 10/2025 → Present
  Csi Group
  Wall Township, NJ
• 11/2025 → Present
  Lpl Financial
  Wall Township, NJ
• 01/2026 → Present
  Csi Group Advisors, Llc
  Wall Township, NJ

Other Businesses

1) 03/23/2026 - CSI GROUP ADVISORS, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 10/20/2025 - 160 hours per month/ during trading - I provide investment advisory services through CSI GROUP ADVISORS, LLC, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 03/24/2026 - GARRETT J. GRECO - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/09/2026 - 160 hours per month/ during trading 3) 03/24/2026 - CSI GROUP ADVISORY SERVICES, LLC / DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - Start Date 10/20/2025 - 160 hrs per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2025-07-25

Other Names

• Garrett Joseph Greco
• Garrett Greco