CSI Group Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CSI Group Advisors, LLC is a recently organized SEC‑registered advisory firm that provides financial planning, portfolio management (discretionary and non‑discretionary), and tax‑related advisory services as part of a broader family of companies. The firm’s service set includes access to estate‑planning document generation tools, individual tax preparation capabilities via an affiliated CPA entity, and referrals to affiliated insurance and real‑estate services.
Investment strategies are customized to clients’ goals, time horizon and risk tolerance and draw on a range of methods from Modern Portfolio Theory and tactical allocation to fundamental, technical and quantitative analysis; the firm may use sub‑advisors, model portfolios and third‑party platforms for implementation. The brochure discloses use of artificial intelligence for operational and analytical tasks (for example AI‑assisted note taking and algorithmic tools) while stating that human advisors retain oversight and ultimate fiduciary responsibility.
What distinguishes CSI Group Advisors from most team‑advice peers is its formal affiliation with both a law firm and a CPA firm under common control, enabling in‑house estate‑planning tools (with administrative support fees) and a dedicated individual tax preparation practice staffed by CPAs and Enrolled Agents. The firm also reports that it is newly formed and, at the time of filing, had no assets under management and no advisory clients—circumstances the brochure addresses alongside standard disclosures about potential conflicts and how they are managed.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
up to 2.50% annually
Commission compensation is earned by Investment Advisor Representatives in their individual capacity as insurance agents for life insurance and annuity products. Commissions can be substantial, including first-year and renewal commissions.
Main office
1599 Nj 34, Suite 2
Wall Township NJ 07727
Advisors at this office
7
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
James G
Series 65
Wall Township, NJ
CSI Group Advisors, LLC
James Greco is a financial advisor with CSI Group Advisors, LLC, holding a Series 65 credential and 12 years of industry experience. His prior roles include positions at LPL Financial and First Boston Financial Group, Inc. He is also owner of CSI Group Business Solutions, LLP, a tax preparation and accounting firm. CSI Group Advisors, LLC is an SEC-registered advisory firm offering financial planning, portfolio management, and tax-related services through a family of affiliated companies. The firm provides customized investment strategies and in-house estate planning and tax preparation services via affiliated legal and CPA entities.
Garrett G
Series 66
Wall Township, NJ
CSI Group Advisors, LLC
Garrett Greco is a financial advisor at CSI Group Advisors, LLC with a Series 66 designation and less than one year of industry experience. His prior work includes roles at LPL Financial, Equity Services, Inc., Integrated Financial Concepts, and UBS Financial Services. CSI Group Advisors, LLC is a newly established SEC-registered advisory firm that offers financial planning, portfolio management, and tax-related advisory services. The firm is affiliated with a law firm and a CPA firm, providing clients with integrated estate-planning tools and individual tax preparation services.
Thomas C
CFP®, ChFC®, Series 66
Wall Township, NJ
CSI Group Advisors, LLC
Thomas Campbell is a CFP® and ChFC® with five years of industry experience. He currently serves as an advisor at CSI Group Advisors, LLC and has prior experience at LPL Financial and Cadaret Grant & Co., Inc. Campbell holds a Series 66 license. CSI Group Advisors, LLC is an SEC-registered advisory firm offering financial planning, portfolio management, and tax-related advisory services. The firm integrates in-house estate-planning tools and individual tax preparation through affiliated CPA and law firms, employing a range of investment strategies tailored to client goals and risk tolerance.
Flavio F
Series 65
Wall Township, NJ
CSI Group Advisors, LLC
Flavio Freitas Jr. is an advisor with CSI Group Advisors, LLC, holding a Series 65 credential and beginning his financial advisory career in 2022. Prior to joining CSI Group, his work experience includes roles at Amazon Prime and College Works Painting. CSI Group Advisors, LLC is a recently organized SEC-registered advisory team providing financial planning, portfolio management, and tax-related advisory services. The firm offers clients access to estate-planning tools, individual tax preparation through an affiliated CPA firm, and referrals to insurance and real estate services, utilizing a range of investment strategies tailored to client goals and risk tolerance.
Joseph M
Series 63, Series 66
Wall Township, NJ
CSI Group Advisors, LLC
Joseph Maniscalco is a financial advisor with CSI Group Advisors, LLC, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at LPL Financial, Guardian Life Insurance Company, Park Avenue Securities, and the Office of the New York State Comptroller. Outside of advising, he has involvement in non-variable insurance activities. CSI Group Advisors, LLC is an SEC-registered advisory firm offering financial planning, portfolio management, and tax-related advisory services through a family of affiliated companies. The firm combines estate-planning tools, individual tax preparation by CPAs, and referrals to insurance and real estate services, employing diverse investment strategies tailored to clients’ goals and risk tolerances.
Robert G
Series 65
Wall Township, NJ
CSI Group Advisors, LLC
Robert Greco is a Series 65-licensed advisor at CSI Group Advisors, LLC, with one year of experience in this role and over 25 years at related firms within the CSI Group family. In addition to his advisory duties, he serves as Co-CEO of a tax preparation business and holds management and shareholder roles in affiliated law firms. CSI Group Advisors, LLC offers financial planning, portfolio management, and tax-related advisory services as part of an integrated group that includes affiliated law and CPA firms. The firm provides customized investment strategies utilizing various analytic methods and leverages its in-house estate-planning and tax preparation capabilities.
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