Stephen Greco
Advisor at Pandora Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Pandora Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oakbrook Terrace, IL 60181
Credentials
Series 65, Series 66
Industry experience
22 years
Stephen Greco is a financial advisor at Pandora Wealth, Inc. with 22 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Spotlight Asset Group, Inc. and Creative Planning. Pandora Wealth advises individuals, businesses, and other entities, offering portfolio management, financial planning, and related services. The firm builds diversified, tailored portfolios and typically manages accounts on a discretionary basis, integrating financial planning for clients with $500,000 or more under management.
Based on Pandora Wealth, Inc.
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.85% $5,000,000 - $10,000,000: 0.70% $10,000,000 - $25,000,000: 0.50% $25,000,000+: 0.40%
Account minimum: $500,000 Fee-only: Financial planning fixed fees generally range from $5,000 to $15,000
1 Mid America Plaza, Floor 3
Oakbrook Terrace, IL 60181
Illinois
Pandora Wealth, Inc.
2024 - Present (2 years)
Spotlight Asset Group, Inc.
2017 - 2024 (7 years)
Creative Planning
2013 - 2017 (4 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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