MML Investors Services
44yrs
Top advisor by experience in Newtown Square
24yrs
Thomas Greco
Financial advisor at Concentus Wealth Advisors
Based in Newtown Square, Pennsylvania, Thomas Greco is a fiduciary financial advisor with 24 years of industry experience. Thomas has been with Concentus Wealth Advisors since 2014; before that, Thomas spent four years at Wells Fargo Advisors. Thomas holds the CFP® designation.
One of 292 advisors with offices in Newtown Square, and one of 225 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?Top 22% by experience at Concentus Wealth Advisors
Office3803 West Chester Pike Suite 225, Newtown Square, PA 19073
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$3.1 million
Advisors at the firm9
States licensed ?1 state
Services through Concentus Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowConcentus Wealth AdvisorsCurrent firm
- 2010 – 2014Wells Fargo Clearing Services, LLCPreviously
Contact Thomas
(610) 994-9190Concentus Wealth Advisors main office 3803 West Chester Pike Suite 225Newtown Square, PA 19073Office · Get directions
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call Concentus Wealth Advisors at (610) 994-9190 and ask for Thomas Greco. Thomas works from the Newtown Square, PA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2003, about 24 years. Top 22% by experience at Concentus Wealth Advisors.
What licenses does Thomas hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Concentus Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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