Joseph Grieco
CRD Number: 4328387Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Compensation Model: Both
Joseph Grieco (CRD# 4328387) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 18 years of experience in the finance industry. Joseph has been in the financial service industry since 2000 and joined Merrill Lynch in 2010. He focuses on simplifying the lives of a select group of high net worth individuals and their families as well as implementing customized investment strategies to provide recommendations for all of their financial needs.
Joseph’s approach to wealth management is consultative, objective and committed to excellence. He takes the time to listen to and understand client and family specific financial situations, preferences and needs. He then reviews and analyzes the client’s financial statements, income tax returns, and estate planning documents. Joseph will coordinate with the client’s accountant and attorney to help make sure all of the client’s objectives are being met. After gaining an educated perspective of the client’s financial circumstance he offers recommendations to help confirm that all of the client’s assets, liabilities and insurance needs are being handled in a manner that will help the client reach their goals. He offers a wide range of services, including investments, life insurance, long term care insurance, trust and estate planning services as well as banking and home finanancing services from Bank of America, N.A.
Joseph provides a personal touch to a select group of clients. He is committed to paying attention to detail and providing outstanding customer service. He also assists high net worth elderly clients organize their financial life and develop tax efficient multi-generational wealth transfer strategies in a caring manner, while helping to make sure that they understand and are comfortable with all of their decisions.
Joseph is a 1986 graduate of Adelphi University with a B.B.A. He lives on Long Island with his wife and three sons. He enjoys spending time with his family, skiing, and vacationing at the beach. He is also an avid sports fan.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Great Neck, NY | May 2011 - Current | 12 |
| Merrill Lynch, Pierce Fenner & Smith, Inc. | Great Neck, NY | Mar 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2002 |
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- NY
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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