Gregory Syler
Investment adviser representative at Eastsound Capital Advisors, LLC
11 yearsExperience
1 stateRegistered in
$214.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Eastsound Capital Advisors, LLCOct 2020 to now
- Align Advisor ServicesSep 2017 to now
- Pacific Fortune ManagementMay 2018 to Jun 2019
- Sowell Management ServicesOct 2016 to Sep 2017
- Concert Wealth Management, IncDec 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Eastsound Capital Advisors, LLC
$214.6MAssets managed
247Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2683638
- Firm CRD
- 160180