Robert Michael Greco
Investment adviser representative at Csi Group Advisors, LLC
25 yearsExperience
1 stateRegistered in
$0Firm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Csi Group Advisors, LLCJan 2026 to now
- Csi Group, LLPJan 2001 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Csi Group Advisors, LLC
$0Assets managed
0Clients
8Advisers
1 yearIn 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
- 8143160
- Firm CRD
- 338012