Stephen Albert Greco
Investment adviser representative at Pandora Wealth, Inc.
13 yearsExperience
1 stateRegistered in
$285MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Pandora Wealth, Inc.Jul 2024 to now
- Spotlight Asset Group, Inc.Mar 2017 to Jul 2024
- Creative PlanningSep 2013 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (IL).
Pandora Wealth, Inc.
$285MAssets managed
109Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4519638
- Firm CRD
- 331816