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RIA / WealthAdvisor25 years in industry

GREGORY SYLER

Advisor at EASTSOUND CAPITAL ADVISORS, LLC

San Francisco, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 0
Observed: Feb 6, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EASTSOUND CAPITAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 10
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Sep 1, 2001
First registration: Feb 6, 2006
Dual registered: no
Other names: GREGORY ALLEN SYLER|GREGORY ALLEN SYLER|GREG SYLER|GREGORY SYLER|GREGORY ALLEN SYLER
IAPD individual key: 2683638

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EASTSOUND CAPITAL ADVISORS, LLC	Independent wealth	Oct 22, 2020	n/a	yes	San Francisco, CA	Current employment
PACIFIC FORTUNE MANAGEMENT INC	Former SEC adviser	Jun 25, 2018	Feb 21, 2019	no	San Francisco, CA	Previous registration
SOWELL MANAGEMENT	Independent wealth	Oct 3, 2016	Sep 7, 2017	no	San Jose, CA	Previous registration
CONCERT WEALTH MANAGEMENT	Former SEC adviser	Dec 23, 2015	Dec 8, 2016	no	SAN JOSE, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Mar 2, 2015	Dec 11, 2015	no	SAN FRANCISCO, CA	Previous registration
DEUTSCHE BANK SECURITIES INC.	No RAUM reported	Jun 21, 2013	Feb 25, 2015	no	SAN FRANCISCO, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Nov 14, 2011	May 13, 2013	no	SAN FRANCISCO, CA\|BELLEVUE, WA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 26, 2007	Jul 6, 2010	no	SAN FRANCISCO, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Apr 9, 2007	no	PALO ALTO, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Oct 20, 2006	Apr 2, 2007	no	PALO ALTO, CA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Feb 6, 2006	Jun 1, 2006	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PACIFIC FORTUNE MANAGEMENT INC	EASTSOUND CAPITAL ADVISORS, LLC	Feb 21, 2019	Oct 22, 2020	609	Firm change after gap	Other
SOWELL MANAGEMENT	PACIFIC FORTUNE MANAGEMENT INC	Sep 7, 2017	Jun 25, 2018	291	Firm change	Other
CONCERT WEALTH MANAGEMENT	SOWELL MANAGEMENT	Dec 8, 2016	Oct 3, 2016	-66	Firm change after gap	Other
UBS FINANCIAL SERVICES INC.	CONCERT WEALTH MANAGEMENT	Dec 11, 2015	Dec 23, 2015	12	Firm change	Other
DEUTSCHE BANK SECURITIES INC.	UBS FINANCIAL SERVICES INC.	Feb 25, 2015	Mar 2, 2015	5	Firm change	Other
J.P. MORGAN SECURITIES LLC	DEUTSCHE BANK SECURITIES INC.	May 13, 2013	Jun 21, 2013	39	Firm change	Other
WELLS FARGO ADVISORS	J.P. MORGAN SECURITIES LLC	Jul 6, 2010	Nov 14, 2011	496	Firm change after gap	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	WELLS FARGO ADVISORS	Apr 9, 2007	Apr 26, 2007	17	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other
RBC CAPITAL MARKETS, LLC	MORGAN STANLEY DW INC.	Jun 1, 2006	Oct 20, 2006	141	Firm change	Other

Relationships

Registered with (11)

→ EASTSOUND CAPITAL ADVISORS, LLCRegistered adviserregistration: current employment
Oct 22, 2020 to presentfactForm ADV
→ PACIFIC FORTUNE MANAGEMENT INCRegistered adviserregistration: previous registration
Jun 25, 2018 to Feb 21, 2019factForm ADV
→ SOWELL MANAGEMENTRegistered adviserregistration: previous registration
Oct 3, 2016 to Sep 7, 2017factForm ADV
→ CONCERT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 23, 2015 to Dec 8, 2016factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Mar 2, 2015 to Dec 11, 2015factForm ADV
→ DEUTSCHE BANK SECURITIES INC.Registered adviserregistration: previous registration
Jun 21, 2013 to Feb 25, 2015factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Nov 14, 2011 to May 13, 2013factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 26, 2007 to Jul 6, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Apr 9, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Oct 20, 2006 to Apr 2, 2007factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Feb 6, 2006 to Jun 1, 2006factForm ADV

Dated events

No dated event names this entity yet.