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Michael Francis Greco

Michael Francis Greco

CFP®, ChFC®
GCI FINANCIAL GROUP
MENDHAM, NJ
·CRD# 2777345·30 years experience

Professional Summary

Michael Francis Greco, CFP®, ChFC® is a registered financial advisor currently at GCI FINANCIAL GROUP located in Mendham, New Jersey. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 52 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2003
ChFC®
Chartered Financial Consultant

Years of Experience

30 years in the financial services industry

Current & Past Employments

GCI FINANCIAL GROUP·CRD# 124193
RIA
5 Cold Hill Road South Suite 23, Mendham, NJ 07945
November 5, 2003 - Present
INVESTACORP ADVISORY SERVICES INC·CRD# 109011
RIA
Summit, NJ
May 3, 2002 - May 29, 2009
INVESTACORP, INC.·CRD# 7684
BD
Summit, NJ
January 16, 2001 - May 27, 2009
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
June 9, 1998 - February 8, 2001
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
BD
Detroit, MI
August 2, 1996 - October 24, 1997

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Current Firm

GF
GCI FINANCIAL GROUP

GCI FINANCIAL GROUP | GCI WEALTH ADVISORS | GCI INSURANCE SERVICES | GCI GROUP BENEFITS | GCI FINANCIAL GROUP, INC.

CRD#: 124193 / SEC#: 801-131018
RIA
Registered Investment Advisory firm - SEC (9/3/2024 Approved)
Colorado
Registered Investment Advisory firm - Colorado (9/17/2024 Terminated)
Connecticut
Registered Investment Advisory firm - Connecticut (9/18/2024 Terminated)
District of Columbia
Registered Investment Advisory firm - District of Columbia (11/16/2020 Terminated)
Florida
Registered Investment Advisory firm - Florida (9/12/2024 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (9/19/2024 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (9/12/2024 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (9/16/2024 Terminated)
New York
Registered Investment Advisory firm - New York (9/12/2024 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (11/16/2016 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (9/16/2024 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (11/12/2018 Terminated)
West Virginia
Registered Investment Advisory firm - West Virginia (12/2/2014 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).

Contact Information

Main Address

5 Cold Hill Road South Suite 23, Mendham, NJ 07945

Phone Number

(973) 543-2133

# of Employees

3

SEC notice filing (5 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GCI - ADV PART 2A - FIRM BROCHURE (6/16/2026)

Regulatory Assets Under Management

Total Number of Accounts

463

AUM (Assets Under Management)

$145,100,680

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

I am an insurance agent licensed to sell life and health insurance . This activity started 06/1998 and is investment-related. Location: Mendham, NJ. I spend approx. 4 hours per month on this activity. I am 50% owner of JHP Real Estate Group, LLC which owns the professional office condominium that houses GCI Financial Group, Inc. The LLC was formed in 2015 for the sole purpose of purchasing this condo unit. The official office address is 5 Cold Hill Road South - Suite 23, Mendham, NJ 07945. I dedicate approximately 1 hour per month to this activity, and none during securities trading hours. This activity is not investment-related. I have been elected to the Jockey Hollow Professional Office Park Condominium Board. My current position is President. I dedicate approximately 8 hours per month to this activity, virtually none of which is during securities trading hours. This activity is not investment-related. I am 50% owner of GK Ventures LLC which owns real estate and real estate related, non-public, non-traded investments in various parts of the country. My title is managing member. I dedicate approximately 3 hours per month to this activity, virtually none of which is during securities trading hours. This activity is began in 2006 and is investment-related. The official address is 5 Cold Hill Road South, Suite 23, Mendham, NJ 07945.

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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".
GF
GCI FINANCIAL GROUP

GCI FINANCIAL GROUP | GCI WEALTH ADVISORS | GCI INSURANCE SERVICES | GCI GROUP BENEFITS | GCI FINANCIAL GROUP, INC.

CRD#: 124193 / SEC#: 801-131018
RIA
Registered Investment Advisory firm - SEC (9/3/2024 Approved)
Colorado
Registered Investment Advisory firm - Colorado (9/17/2024 Terminated)
Connecticut
Registered Investment Advisory firm - Connecticut (9/18/2024 Terminated)
District of Columbia
Registered Investment Advisory firm - District of Columbia (11/16/2020 Terminated)
Florida
Registered Investment Advisory firm - Florida (9/12/2024 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (9/19/2024 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (9/12/2024 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (9/16/2024 Terminated)
New York
Registered Investment Advisory firm - New York (9/12/2024 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (11/16/2016 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (9/16/2024 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (11/12/2018 Terminated)
West Virginia
Registered Investment Advisory firm - West Virginia (12/2/2014 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.
IAR
New Jersey
(11/5/2003)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2001About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1996About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Oct 1996About the Series 7 exam

Series 52 — Municipal Securities Representative Examination

Passed Jul 1996About the Series 52 exam

Series 24 — General Securities Principal Examination

Passed Dec 1999About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Francis Greco's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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