GG

Gino P. Greco

G. P. GRECO & CO.
Palo Alto, CA 94306
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CRD#: 7321787
GG

Professional summary


Gino Pellegrino Greco is a registered financial advisor currently at G. P. GRECO & CO., INC. located in Palo Alto, California.

Gino is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gino has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 24 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.

CRS (Client Relationship Summary) - RIA


Click below to view Gino Pellegrino Greco'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

December 4, 2025 - Present

G. P. GRECO & CO., INC.

Office #1: Palo Alto Square 3000 El Camino Real Building 4, Suite 200, Palo Alto, CA, 94306
RIA
CRD#: 318087
Palo Alto, CA
Past

January 21, 2022 - November 20, 2025

G. P. GRECO & CO., INC.

RIA
CRD#: 318087
PALO ALTO, CA
Past

May 10, 2021 - November 30, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
REDWOOD CITY, CA

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
California
(12/4/2025)

Exams


State Security Law Exam
State Security Law Exam
IAR
Series 65
Date: 11/12/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/10/2021
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GP
G. P. GRECO & CO., INC.
G. P. GRECO & CO., INC. | GINO PELLEGRINO GRECO & COMPANY, INCORPORATED | G.P. CAPITAL

CRD#: 318087 / SEC#:

California
Registered Investment Advisory firm - (1/21/2022 Approved)
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Contact information


Main Address
Palo Alto Square 3000 El Camino Real Building 4, Suite 200, Palo Alto, CA, 94306
Mailing Address
Phone number
(888) 788-9108
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts38
AUM (Assets Under Management)$ 3,725,000

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


G. P. GRECO & CO., INC.

CRD#: 318087Palo Alto, CA 94306

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