Our History & Milestones
January 2001
Michael Greco and Matthew Sherbine co-found GCI Financial Group, Inc., with principal office located in Maplewood, NJ as dually registered RIA with Independent Broker/Dealer affiliation
April 2008
Firm's growth necessitates move to expanded corporate offices in Summit, NJ
May 2009
Firm relinquishes IBD affiliation amid conversion to Fee-Only RIA utilizing TD Ameritrade as institutional custodian
July 2012
Firm reorganizes into three divisions to better streamline corporate mission, and adopts GCI Wealth Advisors for Financial Planning and Investment Advisory segment
January 2016
GCI Financial Group founders form JHP Real Estate Group, LLC to acquire new office building at 5 Cold Hill Road in Mendham, NJ
September 2022
Charles Schwab acquires TD Ameritrade. Custodial relationships now expanded to five institutions including Fidelity and Nationwide
June 2023
GCI Wealth Advisors division Assets Under Management eclipse $100,000,000
February 2025
Firm President invited to participate in NASDAQ Closing Ceremonies
May 2025
Firm President invited to NYSE to ring the closing bell
July 2025
David Spiegel joins firm to expand firm's Pension and Qualified Plan capabilities
