Gregory Syrios has been Managing Director of Syrios Wealth Management Group since June 2024, is a control person of the firm and directly owns 75% or more of it. Gregory Syrios holds a B.S. in Business Administration (Finance) from San Jose State University.
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.
Gregory Syrios is Founder, Managing Director of Syrios Wealth Management Group, Inc., based in La Jolla. He began as a stockbroker trainee at Olde Discount Stockbrokers and later became branch manager of the Encinitas office. He joined A.G. Edwards in 1997, rising to Senior Vice President, and then spent several years at Wells Fargo Advisors as Managing Director - Investments until 2024.
Gregory Syrios’ longest registration was 16 years at Wells Fargo Advisors (2008–2024). Before joining Syrios Wealth Management Group in 2024, Gregory Syrios 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.– · 10 yearsLa Jolla, CA · Adviser representative · Firm CRD 4
Professional designations
Listed by Syrios Wealth Management Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
Investment adviser representative registrations
Gregory Syrios is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2024; the most recent is Texas, in December 2024.
- CaliforniaSince 21 October 2024
- TexasResidentSince 12 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 23 April 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 April 2008 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 25 July 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 September 1993 |
| Series 7 | General Securities Representative Examination | 8 September 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Andrew Syrios
- CRD
- 2381563
- Firm
- Syrios Wealth Management Group · CRD 332139
- Role
- Managing Director
- Office
- 7855 Ivanhoe Ave, Suite 420, La Jolla, CA 92037
- Registration
- Investment adviser registration
- In the industry since
- October 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- syrioswmg.com
Where does Gregory Syrios work?
Gregory Syrios has been Managing Director of Syrios Wealth Management Group, Inc. since June 2024, and is a control person of the firm.
Is Gregory Syrios a financial advisor?
Yes. Gregory Syrios has a current investment-adviser registration in California and Texas, through Syrios Wealth Management Group since October 2024.
How many years of experience does Gregory Syrios have?
Gregory Syrios has 32 years in the financial industry, since October 1993, across 3 adviser firms.
What exams has Gregory Syrios passed?
Gregory Syrios has passed 5 licensing exams: the Series 7, Series 63, Series 8, Series 65 and Series 31. The earliest, the Series 7, was passed in September 1993. FINRA credited Gregory Syrios with the SIE, which began in October 2018.
Where did Gregory Syrios work before Syrios Wealth Management Group?
Before Syrios Wealth Management Group, Gregory Syrios was registered through A. G. Edwards & Sons, Inc., July 1997 to January 2008.
Where is Gregory Syrios based?
Gregory Syrios’ registered office is in La Jolla, CA.
Is Gregory Syrios registered with FINRA?
No. Gregory Syrios has no current broker registration.
Is Gregory Syrios a CFP?
Syrios Wealth Management Group lists Gregory Syrios with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Gregory Syrios’ record?
Search CRD 2381563 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Syrios’ full registration record.