Unclaimed Profile

Stephen Albert Greco

SPOTLIGHT ASSET GROUP, INC.·OAKBROOK TERRACE, Illinois

Series 7, Series 9, Series 10, Series 24, Series 65, Series 6623 years registeredSPOTLIGHT ASSET GROUP, INC.

2 MID AMERICA PLAZA, OAKBROOK TERRACE, IL 60181-4717CRD# 4519638Firm CRD# 288076

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Albert Greco · OAKBROOK TERRACE, IL

Registration

CRD #4519638 · SPOTLIGHT ASSET GROUP, INC. · 23 years registered

Brand Profile

Not yet started

Career History

PANDORA WEALTH, INC.

Mar 2026 – present

PANDORA WEALTH, INC.

Jul 2024 – Jan 2026

OAKBROOK TERRACE, IL

SPOTLIGHT ASSET GROUP

May 2017 – Nov 2024

Oakbrook Terrace, IL

CREATIVE PLANNING

Sep 2013 – Mar 2017

LEMONT, IL

WEALTHQUEST CORPORATION

Apr 2011 – Nov 2013

CINCINNATI, OH

AMERIVEST INVESTMENT MANAGEMENT, LLC

May 2006 – Apr 2011

CHICAGO, IL

TD AMERITRADE, INC.

Dec 2004 – Apr 2011

CHICAGO, IL

CHARLES SCHWAB & CO., INC.

Mar 2004 – Dec 2004

CLAYTON, MO

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Oct 2002 – Nov 2003

LADUE, MO

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 24

Series 65

Series 66

Registration record

First registered · October 11, 2002

Years registered · 23

Disclosure History

2004Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SPOTLIGHT ASSET GROUP, INC.

CRD 288076 · SEC 801-110415

AUM

$205M

Regulatory assets under management

Employees

398 client accounts

Services offered by SPOTLIGHT ASSET GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPOTLIGHT ASSET GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Stephen Albert Greco offer?

Stephen Albert Greco specializes in Financial Planning, Investment Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.

What are Stephen Albert Greco's credentials?

Stephen Albert Greco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Albert Greco located?

Stephen Albert Greco is based in OAKBROOK TERRACE, Illinois, working with SPOTLIGHT ASSET GROUP, INC.. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.

How does Stephen Albert Greco charge for services?

Stephen Albert Greco's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPOTLIGHT ASSET GROUP, INC.?

SPOTLIGHT ASSET GROUP, INC. has approximately 4 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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