Gregory Syler
Gregory Syler is a registered investment advisor at Eastsound Capital Advisors, LLC, based in San Francisco, CA, with 15 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 263 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eastsound Capital Advisors' investment management fees are negotiable, ranging up to 1.95% annually, depending on client needs and investment strategy complexity. Fees are paid monthly or quarterly, in advance or arrears. Clients can terminate the agreement with ten days' written notice. ECA may also utilize third-party investment managers, with fees established and payable according to their disclosure documents.
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gregory owns Align Advisor Services, a compliance consulting service for RIAs, dedicating about 10-20% of his time. He also works as an investment advisor for Eastsound Capital Advisors, spending a few hours per week during market hours.
Employment History
Current Registrations
Eastsound Capital Advisors, LLC
Previous Registrations
Pacific Fortune Management INC
Sowell Management Services
Concert Wealth Management
UBS Financial Services INC.
Deutsche Bank Securities INC.
J.P. Morgan Securities LLC
Wells Fargo Advisors, LLC
Morgan Stanley & CO., Incorporated
Morgan Stanley
RBC Dain Rauscher INC.
State Registrations1 state
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.