GG
Gino P. Greco
G. P. GRECO & CO.
Palo Alto, CA 94306
Some features on this profile are disabled
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.
> Name of outside business: Innovator Insurance Services - Is the business investment related? No - Location of the business: 3000 El Camino Real, Building 4, Suite 200, Palo Alto, California 94306, United States of America - Description of the business: The corporation is a resident insurance producer in the state of California: Gino Pellegrino Greco & Company, Incorporated DBA Innovator Insurance - Services: California License Number 6006792. The outside business activity entails fixed and indexed personal insurance products such as whole life insurance, term life insurance, indexed annuity and fixed annuity. There are no variable products offered at this time. - Position Title: Life & Health Insurance Agent - Responsibilities Duties: Illustrates the value of fixed and indexed personal insurance products such as whole life insurance, term life insurance, indexed annuities and fixed annuities; Coordinates the scheduling of medical exams in connection with the applications of personal insurance products; Services the billing accounts of the clients with personal insurance products - Start date with business: April 7, 2022 - Hours per month devoted to business during trading hours: Incidental with investment-related business 4 hours per month - Hours per month devoted to business outside trading hours: Incidental with investment-related business : 4 hours per month. The life insurance business is an option and a complement, promoted in the context of the Applicant's offerings. It is not a core business activity. Name of the other business: G.P. Greco & Co., Inc. Is the business investment-related: Yes Address of the other business: 3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA 94306 The nature of the other business: Registered Investment Advisor Your position, title, or relationship with the other business: Trustee, Founder, Chairman, Chief Executive Officer, Chief Compliance Officer The start date of your relationship: December 2021 The approximate number of hours/month you devote to the other business: 160 hours per month The number of hours you devote to the other business during securities trading hours: 6 and half hours Briefly describe your duties relating to the other business: The duties of the IA are incidental to the duties of the BD, as the Applicant is a Joint BDIA operated with the same single business entity. The activity entails the management of investments in client accounts, compliance reporting, and business development.
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®
NoneExperience
Current
January 21, 2022 - Present
G. P. GRECO & CO., INC.
Office #1: Palo Alto Square 3000 El Camino Real Building 4, Suite 200, Palo Alto, CA, 94306Office #2: Palo Alto Square 3000 El Camino Real Building 4, Suite 200, Palo Alto, CA, 94306Office #3: 3000 El Camino Real Building 4, Suite 200, Palo Alto, CA 94306RIA
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(1/21/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/10/2021
General Securities Representative ExaminationGeneral 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)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
Palo Alto Square 3000 El Camino Real Building 4, Suite 200, Palo Alto, CA, 94306
Mailing Address
Phone number
(650) 382-3085
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 37 |
| AUM (Assets Under Management) | $ 3,014,485 |
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
G. P. GRECO & CO., INC.
CRD#: 318087Palo Alto, CA 94306TRUST BUT VERIFY
Monitor Gino Greco
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
