Investment adviser representative · Syrios Wealth Management Group
Beverly J. Patton
CRD 5235638 · La Jolla, CA
At a glance
Beverly J. Patton is an investment adviser representative with Syrios Wealth Management Group in La Jolla, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Beverly’s SEC record dates to 2007, about 19 years ago.
Current advisory firm
- Syrios Wealth Management GroupSince October 2024La Jolla, CA · $425M in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Beverly’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.