Beverly Patton has been an investment adviser representative at Syrios Wealth Management Group since October 2024, and is not listed among the firm’s executive officers or direct owners.
Syrios Wealth Management Group, Inc. is a La Jolla, CA firm with $425M under management, 145 clients and 1 adviser in one office, as of its September 2026 filing.
Beverly Patton’s longest registration was 16 years at Wells Fargo Advisors (2008–2024). Before joining Syrios Wealth Management Group in 2024, Beverly Patton was registered through Wells Fargo Advisors and A. G. Edwards & Sons, Inc.
- – present · 2 yearsLa Jolla, CA · Adviser representative · Firm CRD 332139
- Wells Fargo Advisors– · 16 yearsLa Jolla, CA · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · under a yearLa Jolla, CA · Adviser representative · Firm CRD 4
Investment adviser representative registrations
Beverly Patton is registered as an investment adviser representative in California, since October 2024.
- CaliforniaSince 21 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 April 2007 |
| Series 7 | General Securities Representative Examination | 15 January 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Beverly Jean Patton
- CRD
- 5235638
- Firm
- Syrios Wealth Management Group · CRD 332139
- Office
- WALL STREET BUILDING, 7855 IVANHOE AVENUE, SUITE 420, La Jolla, CA 92037
- Registration
- Investment adviser registration
- In the industry since
- January 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Beverly Patton work?
Beverly Patton is an investment adviser representative registered through Syrios Wealth Management Group, Inc. since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Beverly Patton a financial advisor?
Yes. Beverly Patton has a current investment-adviser registration in California, through Syrios Wealth Management Group since October 2024.
How many years of experience does Beverly Patton have?
Beverly Patton has 19 years in the financial industry, since January 2007, across 3 adviser firms.
What exams has Beverly Patton passed?
Beverly Patton has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2007. FINRA credited Beverly Patton with the SIE, which began in October 2018.
Where did Beverly Patton work before Syrios Wealth Management Group?
Before Syrios Wealth Management Group, Beverly Patton was registered through A. G. Edwards & Sons, Inc., April 2007 to January 2008.
Where is Beverly Patton based?
Beverly Patton’s registered office is in La Jolla, CA.
Is Beverly Patton registered with FINRA?
No. Beverly Patton has no current broker registration.
How can I verify Beverly Patton’s record?
Search CRD 5235638 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Beverly Patton’s full registration record.
