Roland
Greco
Madison Avenue Securities, LLC
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About this Advisor
Roland Greco is a financial advisor based in San Diego, California, working with Madison Avenue Securities, LLC. Roland has previously held positions at Lpl Financial, LLC, Jacobi Capital Management, Insight Private Advisors, LLC, Private Advisor Group, LLC, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, and Madison Avenue Securities. Roland has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Roland is part of Madison Avenue Securities, LLC, which operates out of San Diego, California. The firm has 58 offices and 102 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Madison Avenue Securities, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Madison Avenue Securities, LLC Brokerage Details
$1,824,130,785
102
13,989
$130,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Roland Greco Work History
Madison Avenue Securities
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Private Advisor Group, LLC
Insight Private Advisors, LLC
Lpl Financial, LLC
Jacobi Capital Management
Disclosures
Please visit the SEC profile of Roland Greco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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