AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
GS

Gregory A. Syrios

SYRIOS WEALTH MANAGEMENT GROUP
La Jolla, CA 92037
Some features on this profile are disabled
CRD#: 2381563
GS

Professional summary

Gregory Andrew Syrios, CFP®, CIMA®, who also goes by Gregory Allen Syrios, is a registered financial advisor currently at SYRIOS WEALTH MANAGEMENT GROUP located in La Jolla, California.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Gregory has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gregory Allen Syrios

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SYRIOS WEALTH MANAGEMENT GROUP, LLC, INVT RELATED, LA JOLLA, CA, 100% OWNERSHIP, START DATE 4/17/2024, 200 HRS PER MONTH, 22 HRS DURING TRADING, OWNER OF FEE-ONLY RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Andrew Syrios's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2006

CIMA®

Certified Investment Management Analyst

Experience

Current

October 21, 2024 - Present

SYRIOS WEALTH MANAGEMENT GROUP

Office #1: 7855 Ivanhoe Ave Suite 420, La Jolla, CA 92037
RIA
CRD#: 332139
La Jolla, CA
Past

January 1, 2008 - November 13, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
LA JOLLA, CA
Past

January 1, 2008 - November 13, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
LA JOLLA, CA
Past

July 8, 1997 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
LA JOLLA, CA
Past

March 6, 1997 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
LA JOLLA, CA
Past

October 25, 1993 - February 26, 1997

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SYRIOS WEALTH MANAGEMENT GROUP
SYRIOS WEALTH MANAGEMENT GROUP | SYRIOS WEALTH MANAGEMENT GROUP, INC.

CRD#: 332139 / SEC#: 801-130855

RIA
Registered Investment Advisory firm - (7/31/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/21/2024)
IAR
Texas
(12/12/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/18/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/17/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 4/23/2009
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/8/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 7/25/1995
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

SW
SYRIOS WEALTH MANAGEMENT GROUP
SYRIOS WEALTH MANAGEMENT GROUP | SYRIOS WEALTH MANAGEMENT GROUP, INC.

CRD#: 332139 / SEC#: 801-130855

RIA
Registered Investment Advisory firm - (7/31/2024 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Wall Street Building 7855 Ivanhoe Avenue, Suite 420, La Jolla, CA 92037
Mailing Address
Phone number
(858) 333-6151
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SYRIOS WEALTH MANAGEMENT GROUP WRAP BROCHURE (3/11/2025)
SYRIOS WEALTH MANAGEMENT GROUP FIRM BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts797
AUM (Assets Under Management)$ 403,865,497

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SYRIOS WEALTH MANAGEMENT GROUP

CRD#: 332139La Jolla, CA 92037

TRUST BUT VERIFY

Monitor Gregory Syrios

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Paul Avila Neves
Paul NevesAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
SAN DIEGO, CA
Nilay Eda Barefield
Nilay BarefieldAdvisorCheck Check Mark
CETERA INVESTMENT ADVISERS LLC
IAR
RR
San Diego, CA
Alice Ruiz
Alice RuizAdvisorCheck Check Mark
SCHWAB WEALTH ADVISORY, INC.
IAR
RR
San Diego, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics