Daniela P. Greco
Professional summary
Daniela Paula Greco is a registered financial professional currently at CASTLEOAK SECURITIES, LP located in New York, New York.
Daniela is registered as a RR (Registered Representative) and started their career in finance in 2013. Daniela has worked at 3 firms and has passed the Series 63, Series 79TO, Series 7TO, SIE, Series 7 and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniela Paula Greco's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 22, 2025 - Present
CASTLEOAK SECURITIES, LP
Office #1: 200 Vesey Street Fl 04, New York, NY 10281January 20, 2023 - October 15, 2024
OCM INVESTMENTS, LLC
November 7, 2018 - January 20, 2021
OCM INVESTMENTS, LLC
January 29, 2013 - July 15, 2014
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/23/2025)
Exams
Series 79TO
Date: 10/1/2025
Investment Banking Registered Representative ExaminationSeries 7TO
Date: 12/10/2022
General Securities Representative ExaminationFINRA
Current Firm
CASTLEOAK SECURITIES, LP
CRD#: 125334 / SEC#: , 8-65786
Contact information
FINRA licenses (50 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JONES, DAVID RODERICK | CHIEF EXECUTIVE OFFICER | 2389684 |
| CASTLEOAK MANAGEMENT, LLC | GENERAL PARTNER | |
| GOMEZ, LUIS J | FINOP AND PRINCIPAL FINANCIAL OFFICER | 4974439 |
| IPPOLITO, PHILIP | CHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER | 1072137 |
| SKINNER, JEFFREY THOMAS | SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 4078336 |
Disclosures
| Regulatory Event | 2 |
| Civil Event | 1 |
Red Flags
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