Thomas Greco
Investment adviser representative at Concentus Wealth Advisors
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Concentus Wealth AdvisorsFeb 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (LA, PA, TX).
Concentus Wealth Advisors
Legal name: Strid Group, LLC
$1.1BAssets managed
344Clients
9Advisers
12 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
- 4619933
- Firm CRD
- 170052