Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Syler is an Investment Advisor Representative at Eastsound Capital Advisors, LLC. Gregory has been in the financial industry for over 20 years. Gregory specializes in providing financial planning and portfolio management services to high-net-worth individuals, families, and institutions. Gregory is also a compliance consultant and provides regulatory compliance services to Registered Investment Advisors. Gregory is registered with the state of California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/22/2020 - Present
Eastsound Capital Advisors, LLC (San Francisco CA)
CA
03/02/2015 - 12/11/2015
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
06/21/2013 - 02/25/2015
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
CA
11/14/2011 - 05/13/2013
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
04/26/2007 - 07/06/2010
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
04/02/2007 - 04/09/2007
MORGAN STANLEY & CO., INCORPORATED (PALO ALTO CA)
CA
10/20/2006 - 04/02/2007
MORGAN STANLEY DW INC. (PALO ALTO CA)
NY
11/30/2004 - 06/01/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
01/03/2003 - 11/23/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
03/21/2001 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
CA
10/27/2000 - 01/02/2001
EPLANNING SECURITIES, INC. (ROSEVILLE CA)
BOTH
Issued 02/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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