Thomas Greco
Professional summary
Thomas Greco, CFP®, who also goes by Thomas J Greco Mr., Thomas J Greco, is a registered financial advisor currently at CONCENTUS WEALTH ADVISORS located in Newtown Square, Pennsylvania.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Thomas has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Greco's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
February 19, 2014 - Present
CONCENTUS WEALTH ADVISORS
Office #1: 3803 West Chester Pike Suite 225, Newtown Square, PA 19073February 19, 2014 - October 7, 2014
PURSHE KAPLAN STERLING INVESTMENTS
May 4, 2010 - February 25, 2014
WELLS FARGO CLEARING SERVICES, LLC
April 8, 2010 - February 25, 2014
WELLS FARGO CLEARING SERVICES, LLC
March 10, 2008 - April 6, 2010
FORESIDE FUND SERVICES, LLC
January 23, 2003 - January 24, 2008
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
CONCENTUS WEALTH ADVISORS
CRD#: 170052 / SEC#: 801-79182
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/3/2024)
(2/19/2014)
(7/1/2025)
Exams
Current Firm
CONCENTUS WEALTH ADVISORS
CRD#: 170052 / SEC#: 801-79182
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,578 |
| AUM (Assets Under Management) | $ 899,137,182 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
