Gregory Syrios
Gregory Syrios is a CFP-designated registered investment advisor at Syrios Wealth Management Group, based in La Jolla, CA, with 32 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 145 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Fees are based on cumulative household assets under advisement and are generally billed quarterly in advance. Fees may be negotiated at the firm's discretion.
Fee Estimator
Location
7855 Ivanhoe Ave, Suite 420, La Jolla, CA, 92037
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2002Criminal
April 1993Employment History
Current Registrations
Syrios Wealth Management Group
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Olde Discount CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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