CSI Group Advisors, LLC

James Greco is a financial advisor with LPL Financial, holding a Series 65 credential and bringing 12 years of industry experience. He previously worked at Csi Advisory Group, Ltd and First Boston Financial Group, Inc. Outside of his advisory role, Greco owns and operates a tax preparation and accounting business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an internal research team and a large network of investment adviser representatives.

Jeffery Quinn is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Merrill, Morgan Stanley Smith Barney LLC, Guardian Life Insurance Company, and Park Avenue Securities. Quinn operates an advisory business under CSI Group Advisory Services, LLC. LPL Financial serves a broad range of clients including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers diverse advisory and brokerage services supported by in-house research and a variety of investment solutions tailored to client needs.

Garrett Greco is a financial advisor at CSI Group Advisors, LLC with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at LPL Financial, Equity Services, Inc., Integrated Financial Concepts, and UBS Financial Services. CSI Group Advisors, LLC is an SEC-registered investment manager formed in 2025 that provides investment management and comprehensive financial planning primarily for pooled or institutional mandates. The firm employs a customized portfolio construction approach using various asset classes and combines multiple analytical methods with AI tools while maintaining human oversight.

Thomas Campbell is a CFP® and ChFC® with four years of industry experience, currently affiliated with LPL Financial and CSI Group Advisors, LLC. His prior experience includes roles at Cadaret Grant & Co., Inc. and several financial services and logistics companies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with insurance and lending products.

Joseph Maniscalco is a financial advisor at CSI Group Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LPL Financial, Guardian Life Insurance Company, Park Avenue Securities, and the Office of the New York State Comptroller. Outside of his advisory role, he is involved in non-variable insurance activities. CSI Group Advisors, LLC is an SEC-registered investment manager that provides investment management and comprehensive financial planning primarily for pooled or institutional mandates. The firm utilizes a combination of fundamental, technical, behavioral, and quantitative analyses, including AI tools, to construct customized portfolios and offers services that extend to retirement guidance, portfolio construction, and liquidity management.

Robert Greco is a Series 65-registered advisor at CSI Group Advisors, LLC with one year of experience in the financial industry. He is also co-CEO of a tax preparation business and holds management roles in a law firm and real estate operations. CSI Group Advisors, LLC is an SEC-registered investment manager formed in 2025 that serves primarily pooled and institutional clients. The firm offers customized portfolio construction and financial planning using a mix of traditional and alternative investments, applying both quantitative and qualitative analyses alongside AI tools under human oversight.