Anne Greco, financial advisor Rolling Meadows IL
90 score

Anne Greco

CRD Number: 6153230
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Anne Greco (CRD# 6153230) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Jacksonville, FL Mar 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Jan 2013 - Current 3
Tijuana Flats Corporate Jacksonville, FL Jul 2011 - Dec 2012 1
Tijuana Flats Burrito Company Tallahassee, FL Aug 2009 - Jul 2011 1
Florida State University Tallahssee, FL Jun 2006 - Dec 2010 4
Fsu Residence Halls Tallahassee, FL Jul 2007 - Aug 2009 2
The Campus Special- Summer Internship Tallahassee, FL May 2008 - Jan 2009 < 1
Walgreens Tallahassee, FL Jun 2008 - Sep 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Anne E. Greco
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
  • IL
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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