RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
G•••••• S••••
- Professional profile
- linkedin.com/in/greg-syler-226998reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- E•••••••• C•••••• A•••••••• L•• independent RIA currentsince Oct 22, 2020 · San Francisco, Ca
- P•••••• F•••••• M••••••••• I•• formerJun 25, 2018 to Feb 21, 2019 · San Francisco, Ca
- S••••• M••••••••• independent RIAOct 3, 2016 to Sep 7, 2017 · San Jose, Ca
- C•••••• W••••• M••••••••• formerDec 23, 2015 to Dec 8, 2016 · San Jose, Ca
- U•• F•••••••• S••••••• I••• wirehouseMar 2, 2015 to Dec 11, 2015 · San Francisco, Ca
- D••••••• B••• S••••••••• I••• no RAUMJun 21, 2013 to Feb 25, 2015 · San Francisco, Ca
- J••• M••••• S••••••••• L•• wirehouseNov 14, 2011 to May 13, 2013 · San Francisco, Ca
- W•••• F•••• A••••••• wirehouseApr 26, 2007 to Jul 6, 2010 · San Francisco, Ca
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Apr 9, 2007 · Palo Alto, Ca
- M••••• S•••••• D• I••• unclassifiedOct 20, 2006 to Apr 2, 2007 · Palo Alto, Ca
- R•• C•••••• M••••••• L•• national BDFeb 6, 2006 to Jun 1, 2006 · San Francisco, Ca
- P•••••• F•••••• M••••••••• I•• to E•••••••• C•••••• A•••••••• L••left Feb 21, 2019, registered Oct 22, 2020 (609 days) · Other
- S••••• M••••••••• to P•••••• F•••••• M••••••••• I••left Sep 7, 2017, registered Jun 25, 2018 (291 days) · Other
- C•••••• W••••• M••••••••• to S••••• M•••••••••left Dec 8, 2016, registered Oct 3, 2016 (-66 days) · Other
- U•• F•••••••• S••••••• I••• to C•••••• W••••• M•••••••••left Dec 11, 2015, registered Dec 23, 2015 (12 days) · Other
- D••••••• B••• S••••••••• I••• to U•• F•••••••• S••••••• I•••left Feb 25, 2015, registered Mar 2, 2015 (5 days) · Other
- J••• M••••• S••••••••• L•• to D••••••• B••• S••••••••• I•••left May 13, 2013, registered Jun 21, 2013 (39 days) · Other
- W•••• F•••• A••••••• to J••• M••••• S••••••••• L••left Jul 6, 2010, registered Nov 14, 2011 (496 days) · Wirehouse to wirehouse
- M••••• S•••••• • C•• L•• to W•••• F•••• A•••••••left Apr 9, 2007, registered Apr 26, 2007 (17 days) · Other
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
- R•• C•••••• M••••••• L•• to M••••• S•••••• D• I•••left Jun 1, 2006, registered Oct 20, 2006 (141 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address