Gregory Syler (CRD# 2683638) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in San Francisco, CA and has over 22 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eastsound Capital Advisors | Eastsound, WA | Oct 2020 - Current | 3 |
| Align Advisor Services | San Francisco, CA | Sep 2017 - Current | 6 |
| Pacific Fortune Management | San Francisco, CA | May 2018 - Jun 2019 | 1 |
| Sowell Management Services | North Little Rock, AR | Oct 2016 - Sep 2017 | < 1 |
| Concert Wealth Management, Inc. | San Jose, CA | Dec 2015 - Dec 2016 | 1 |
| Ubs Financial Services Inc. | San Francisco, CA | Feb 2015 - Nov 2015 | < 1 |
| Deutsche Bank Securities Inc. | San Francisco, CA | May 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2006 |
- CA
-
Total Assets Under Management152MILLIONS
-
Total Number of Accounts401ACCOUNTS
-
Average Account Value$379,526
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, LA, MA, TX, WA
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