CSI GROUP ADVISORS, LLC

CRD

338012

SEC file #

801-134411

EIN

—

DBA names

—

Economics

AUM

AUM band

<$25M

AUM trajectory

—

Client mix

—

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 1 advisors

'26 · 5 advisors

'25'26

1 advisors → 5 advisors▲ +400%

sec adv history

Primary office

WALL TOWNSHIP NJ

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individuals

Fee basis

% of AUM

Filings

Latest ADV filing

02/09/2026

linkedin.com/in/robert-greco-csi(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

Greco, Robert, Michael

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

Greco, Robert, Michael

Rome, Daniel, Clay

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:csi.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3957

Soi Zip Pct 200k Plus

0.1635

Soi Zip Returns 200k Plus

690

Soi Zip Total AGI

533,169

Fdic Zip Total Deposits

3,149,188,000

Fdic Zip Branch Count

Fdic Zip Top Banks

New York Community Bank

Bank of America, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Fdic Zip Branches Raw

The Central Jersey Bank and Trust CompanyFarmingdale, NJ

Penn Federal Savings BankFarmingdale, NJ

Fdic Zip HHI

1422.08

Fdic Zip Top Bank Share Pct

26.71

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	10,160
Returns	890

Stub 2

AGI	25,354
Returns	680

Stub 3

AGI	34,043
Returns	550

Soi Zip Total Business Income

25,972

Soi Zip Total Cap Gains

33,258

Soi Zip Total Dividends

15,300

Soi Zip Total Returns

4,220

Top Owner CRD

8143160

Trust Company Affiliate