Gregory
Syler
Eastsound Capital Advisors, LLC
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About this Advisor
Gregory Syler is a financial advisor based in San Francisco, California, working with Eastsound Capital Advisors, LLC. Gregory has previously held positions at Deutsche Bank Securities Inc, UBS Financial Services Inc, Eastsound Capital Advisors, Pacific Fortune Management, Concert Wealth Management, Inc, Sowell Management Services, and Align Advisor Services. Gregory has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Gregory is part of Eastsound Capital Advisors, LLC, which operates out of San Francisco, California. The firm has 3 offices and 6 employees. The firm manages assets totaling $152.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eastsound Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eastsound Capital Advisors, LLC Brokerage Details
$152,190,000
6
401
$379,526
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Gregory Syler Work History
Eastsound Capital Advisors
Align Advisor Services
Pacific Fortune Management
Sowell Management Services
Ubs Financial Services Inc
Concert Wealth Management, Inc
Deutsche Bank Securities Inc
Disclosures
Please visit the SEC profile of Gregory Syler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eastsound Capital Advisors, LLC
San Francisco, CA
Morgan Hill, CA
Morgan Hill, CA
Eastsound, WA
Morgan Hill, CA
Medfield, MA
Eastsound, WA
Arvada, CO
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