Joseph Greco, financial advisor Port Lucie FL

Joseph Greco

CRD Number: 3088807
Current Firm: Prosperity Capital Advisors

Joseph Greco (CRD# 3088807) is an Investment Advisor Representative working at Prosperity Capital Advisors in Port Lucie, FL and has over 23 years of experience in the finance industry. Joseph Greco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rizzolo Group Port St. Lucie, FL Apr 2017 - Current 4
Motiv8 Investments LLC Stuart, FL Feb 2017 - Apr 2017 < 1
Jjps, Inc. Port St Lucie, FL Apr 2015 - Apr 2017 2
Joseph Greco, Cpa Matawan, NJ Jan 2000 - Apr 2017 17
T3 Trading Group, LLC New York, NY Nov 2014 - Apr 2015 < 1
Wts Proprietary Trading Group, LLC New York, NY Apr 2014 - Nov 2014 < 1
Csi Group, LLC Red Bank, NJ Dec 2008 - Apr 2014 5
Harper Associates, LLC Hicksville, NY Mar 2009 - Mar 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Jul 2003
Contact Info for Joseph Greco
Phone Number: 440-875-6555
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,678
    MILLIONS
  • Total Number of Accounts
    6,170
    ACCOUNTS
  • Average Account Value
    $271,981
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WI

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