Stephen
Greco
Spotlight Asset Group
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About this Advisor
Stephen Greco is a financial advisor based out of Villa Park, Illinois who has 6 years of relevant experience. Greco currently works for Spotlight Asset Group. During their career, Greco has held roles at Wealthquest Corporation, Creative Planning and Spotlight Asset Group, Inc. Greco has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in California, Florida, Illinois and Texas. Spotlight Asset Group is a financial advisory firm that has its headquarters in Villa Park, IL. It has just four advisors. It manages $179 million in assets under management among its 395 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 395 customer accounts, 45% belong to high-net-worth investors who have at least $1 million in assets. Spotlight Asset Group provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by Spotlight Asset Group likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spotlight Asset Group Brokerage Details
$178,552,655
4
395
$452,032
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stephen Greco Work History
Stephen has been registered as a financial advisor for 6 years.*
Spotlight Asset Group, Inc
Creative Planning
Wealthquest Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Greco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spotlight Asset Group
Villa Park, IL
San Diego, CA
Roswell, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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