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James Peter Greco

HARPER ASSOCIATES, LLC·HICKSVILLE, New York
SIE, Series 65Clean record17 years registeredHARPER ASSOCIATES, LLC
120 W. OLD COUNTRY ROAD, HICKSVILLE, NY 11801-4084CRD# 5632923Firm CRD# 113380

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Peter Greco · HICKSVILLE, NY
Registration
CRD #5632923 · HARPER ASSOCIATES, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

CSI GROUP ADVISORS, LLC
Jan 2026 – present
LPL FINANCIAL LLC
Jan 2023 – present
CSI ADVISORY GROUP, LTD
Aug 2018 – Mar 2023
RED BANK, NJ
HARPER ASSOCIATES, LLC
Mar 2009 – Dec 2013
STATEN ISLAND, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 65
Registration record
First registered · March 12, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HARPER ASSOCIATES, LLC
CRD 113380 · SEC 801-63963
AUM
$5M
Regulatory assets under management
Employees
1
156 client accounts
Services offered by HARPER ASSOCIATES, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at HARPER ASSOCIATES, LLC →
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05

Frequently Asked Questions

What services does James Peter Greco offer?
James Peter Greco specializes in Investment Management. Contact their office in HICKSVILLE, New York for a consultation.
What are James Peter Greco's credentials?
James Peter Greco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Peter Greco located?
James Peter Greco is based in HICKSVILLE, New York, working with HARPER ASSOCIATES, LLC. Their office serves clients in the HICKSVILLE metropolitan area and surrounding communities.
How does James Peter Greco charge for services?
James Peter 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 HARPER ASSOCIATES, LLC?
HARPER ASSOCIATES, LLC has approximately 1 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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