Michael Greco has been President/Chief Compliance Officer of GCI Financial Group since January 2001, is a control person of the firm and directly owns 75% or more of it. Michael Greco holds a Joint degree in Economics and Mathematics from Lafayette College.
Gci Financial Group, Inc. is a Mendham, NJ firm with $145M under management, 140 clients and 3 advisers in one office, as of its June 2026 filing.
Michael Greco is a Managing Partner and Co-Founder of GCI Financial Group, Inc., serving as Chief Investment Officer and Director of Financial Planning. He began in the Treasury Department of M&T Bank, joined OLDE Securities in 1996 and New England Financial in 1998. He is the author of A Preference for Preferreds and has served as an adjunct professor of Economics & Finance at Seton Hall University.
Michael Greco’s longest registration is the current one, 22 years at GCI Financial Group since 2003. Before joining GCI Financial Group in 2003, Michael Greco was registered through Investacorp Advisory Services Inc.
- Gci Financial GroupCurrent– present · 22 yearsMendham, NJ · Adviser representative · Firm CRD 124193
- Investacorp Advisory Services Inc– · 7 yearsSummit, NJ · Adviser representative · Firm CRD 109011
Professional designations
Listed by GCI Financial Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC)
Investment adviser representative registrations
Michael Greco is registered as an investment adviser representative in New Jersey, since November 2003.
- New JerseySince 5 November 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 February 2001 |
| Series 24 | General Securities Principal Examination | 14 December 1999 |
| Series 7 | General Securities Representative Examination | 17 October 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 August 1996 |
| Series 52 | Municipal Securities Representative Examination | 26 July 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Municipal Securities Representative Examination
- Full name
- Michael Francis Greco
- CRD
- 2777345
- Firm
- GCI Financial Group · CRD 124193
- Role
- President/Chief Compliance Officer
- Office
- 5 COLD HILL ROAD SOUTH, SUITE 23, Mendham, NJ 07945
- Registration
- Investment adviser registration
- In the industry since
- May 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gcifg.com
Where does Michael Greco work?
Michael Greco has been President/Chief Compliance Officer of Gci Financial Group, Inc. since January 2001, and is a control person of the firm.
Is Michael Greco a financial advisor?
Yes. Michael Greco has a current investment-adviser registration in New Jersey, through GCI Financial Group since November 2003.
How many years of experience does Michael Greco have?
Michael Greco has 24 years in the financial industry, since May 2002, across 2 adviser firms.
What exams has Michael Greco passed?
Michael Greco has passed 5 licensing exams: the Series 52, Series 63, Series 7, Series 24 and Series 65. The earliest, the Series 52, was passed in July 1996.
Where is Michael Greco based?
Michael Greco’s registered office is in Mendham, NJ.
Is Michael Greco registered with FINRA?
No. Michael Greco has no current broker registration.
Is Michael Greco a CFP?
GCI Financial Group lists Michael Greco with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Greco’s record?
Search CRD 2777345 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Greco’s full registration record.