Robert M. Greco

CSI GROUP ADVISORS

WALL TOWNSHIP, NJ 07727

CRD#: 8143160

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Professional summary

Robert Michael Greco is a registered financial advisor currently at CSI GROUP ADVISORS, LLC located in Wall Township, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Robert has worked at 1 firm and has passed the Series 65 exam.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Greco's CRS (Customer Relationship Summary).

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

January 5, 2026 - Present

CSI GROUP ADVISORS, LLC

Office #1: 1599 Nj-34 Suite 2, Wall Township, NJ 07727

RIA

CRD#: 338012

WALL TOWNSHIP, NJ

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

New Jersey
(1/5/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/12/2025

Uniform Investment Adviser Law Examination

Current Firm

CSI GROUP ADVISORS, LLC

CRD#: 338012 / SEC#: 801-134411

RIA

Registered Investment Advisory firm - (9/30/2025 120-Day Approval)

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Contact information

Main Address

1599 Nj-34 Suite 2, Wall Township, NJ 07727

Mailing Address

Phone number

(732) 224-3990

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (1/5/2026)

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.

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Robert M. Greco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Greco's CRS (Customer Relationship Summary).

Certified licenses

Experience

CSI GROUP ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/2025

Current Firm

CSI GROUP ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CSI GROUP ADVISORS, LLC

TRUST BUT VERIFY

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