John F. Grecco
Professional summary
John Fitzgerald Grecco, who also goes by John Grecco, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Cyrstal River, Florida and CETERA INVESTMENT SERVICES LLC located in Orlando, Florida.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. John has worked at 13 firms and has passed the Series 66, Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Fitzgerald Grecco's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 19, 2018 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 6730 W Gulf To Lake Hwy, Cyrstal River, FL 34429September 17, 2018 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 111 N Orange St, Orlando, FL 32801Office #2: 6730 W Gulf To Lake Hwy, Crystal River, FL 34429June 2, 2014 - September 10, 2018
CUNA BROKERAGE SERVICES, INC.
May 27, 2014 - September 10, 2018
CUNA BROKERAGE SERVICES, INC.
August 9, 2012 - May 14, 2014
VALIC FINANCIAL ADVISORS, INC.
August 8, 2012 - May 14, 2014
VALIC FINANCIAL ADVISORS, INC.
June 27, 2012 - August 3, 2012
EQUITABLE ADVISORS, LLC
March 1, 2012 - August 3, 2012
EQUITABLE ADVISORS, LLC
August 22, 2011 - February 17, 2012
J.W. COLE FINANCIAL, INC.
October 5, 2001 - August 24, 2009
CANTOR FITZGERALD & CO.
May 30, 2001 - October 2, 2001
BROKERAGEAMERICA, INC
October 5, 1999 - March 29, 2001
CANACCORD GENUITY SECURITIES LLC
June 18, 1998 - June 29, 1998
SBC WARBURG DILLON READ INC.
September 11, 1993 - October 19, 1999
UBS SECURITIES LLC
January 4, 1993 - September 17, 1993
CROWN FINANCIAL GROUP, INC.
April 29, 1987 - May 29, 1990
UBS CAPITAL MARKETS L.P.
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/12/2021)
(9/17/2018)
(10/19/2018)
(4/17/2023)
(10/18/2019)
(6/22/2020)
(7/22/2020)
(9/24/2024)
(3/6/2019)
(3/12/2024)
(9/16/2020)
(9/17/2018)
(10/12/2021)
(3/30/2020)
(3/30/2020)
(3/6/2019)
(1/12/2023)
(10/12/2021)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 5/22/1998
Limited Representative-Equity Trader ExamFINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Cyrstal River, FL 34429TRUST BUT VERIFY
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