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James Peter Greco

HARPER ASSOCIATES, LLC·HICKSVILLE, New York
Clean recordHARPER 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Peter Greco is a registered financial advisor based in HICKSVILLE, New York, affiliated with HARPER ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
HARPER ASSOCIATES, LLC
HARPER ASSOCIATES, LLC
AUM
$5M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at HARPER ASSOCIATES, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5632923
Firm CRD# 113380
View on FINRA BrokerCheck →

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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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