Christopher J. Greco

WAYCROSS PARTNERS

Ponte Vedra Beach, FL 32082

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CRD#: 2665772

Professional summary

Christopher James Greco is a registered financial advisor currently at WAYCROSS PARTNERS, LLC located in Ponte Vedra Beach, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Christopher has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher James Greco's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 26, 2021 - Present

WAYCROSS PARTNERS, LLC

Office #1: 13000 Sawgrass Village Circle Suite 28, Ponte Vedra Beach, FL 32082

RIA

CRD#: 153838

Ponte Vedra Beach, FL

Past

February 14, 2006 - February 10, 2021

SAWGRASS ASSET MANAGEMENT LLC

RIA

CRD#: 108831

JACKSONVILLE BEACH, FL

Past

May 1, 2002 - June 26, 2003

CLOVER CAPITAL MANAGEMENT INC

RIA

CRD#: 104999

PLANO, TX

Past

March 15, 2002 - June 27, 2003

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.

CRD#: 40644

JENKINTOWN, PA

Past

October 24, 1995 - December 3, 2001

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WAYCROSS PARTNERS, LLC

CRD#: 153838 / SEC#: 801-81041

RIA

Registered Investment Advisory firm - (3/3/2015 Approved)

Kentucky

Registered Investment Advisory firm - (7/21/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/5/2022)

IAR

Kentucky
(7/26/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/24/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/31/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/2/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/23/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WAYCROSS PARTNERS, LLC

CRD#: 153838 / SEC#: 801-81041

RIA

Registered Investment Advisory firm - (3/3/2015 Approved)

Kentucky

Registered Investment Advisory firm - (7/21/2015 Terminated)

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Contact information

Main Address

4965 U.s. Highway 42, Suite 2900, Louisville, KY 40222

Mailing Address

Phone number

(502) 410-1900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WAYCROSS PARTNERS, LLC 2025 ANNUAL ADV PART 2A (3/29/2025)

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 865,502,469

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.

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Christopher J. Greco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher James Greco's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAWGRASS ASSET MANAGEMENT LLC

CLOVER CAPITAL MANAGEMENT INC

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

WAYCROSS PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/24/2006

Series 63

Date: 10/31/1995

Series 7

Date: 7/2/2002

Series 6

Date: 10/23/1995

Current Firm

WAYCROSS PARTNERS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WAYCROSS PARTNERS, LLC

TRUST BUT VERIFY

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