AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LG

Louis Grecco

BERKERY NOYES SECURITIES
New York, NY 10177
Some features on this profile are disabled
CRD#: 6984739
LG

Professional summary

Louis Grecco is a registered financial professional currently at BERKERY NOYES SECURITIES, LLC located in New York, New York.

Louis is registered as a RR (Registered Representative) and started their career in finance in 2018. Louis has worked at 2 firms and has passed the Series 63, SIE, Series 7, Series 79 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Louis Grecco's 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

August 20, 2019 - Present

BERKERY NOYES SECURITIES, LLC

Office #1: 250 Park Avenue 14th Floor, New York, NY, 10177
BD
CRD#: 155918
New York, NY
Past

July 19, 2018 - August 12, 2019

MOELIS & COMPANY LLC

BD
CRD#: 145115
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/7/2020)
RR
Connecticut
(2/7/2020)
RR
Delaware
(2/7/2020)
RR
Florida
(8/20/2019)
RR
Illinois
(2/7/2020)
RR
Massachusetts
(2/7/2020)
RR
Nebraska
(2/7/2020)
RR
New Hampshire
(12/6/2021)
RR
New Jersey
(2/7/2020)
RR
New York
(2/7/2020)
RR
North Carolina
(10/21/2022)
RR
Ohio
(8/20/2019)
RR
Oregon
(2/7/2020)
RR
Pennsylvania
(2/7/2020)
RR
Texas
(2/7/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 2/7/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/4/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79
Date: 7/19/2018
Investment Banking Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/31/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BN
BERKERY NOYES SECURITIES, LLC
BERKERY NOYES SECURITIES, LLC

CRD#: 155918 / SEC#: , 8-68750

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
250 Park Avenue 14th Floor, New York, NY, 10177
Mailing Address
250 Park Avenue 14th Floor, New York, NY, 10177
Phone number
(212) 668-3355
Established
New York since 08/03/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BERKERY NOYES & CO., LLCPARENT COMPANY
CALIMANO, FRANK VINCENTFINOP840807
MAGIDA, MARTIN DAVIDPRESIDENT AND CCO1172334

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

BERKERY NOYES SECURITIES, LLC

CRD#: 155918New York, NY 10177

TRUST BUT VERIFY

Monitor Louis Grecco

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics