Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Gregory A
Series 65
Round Rock, TX
Synergy Capital Advisors, LLC
Gregory Alves is a financial advisor with Synergy Capital Advisors, LLC, holding a Series 65 designation and 19 years of industry experience. He has worked at AIM Investment Center and The MBA Investment Fund, LLC, both affiliated with the University of Texas at Austin, where he was also employed for 12 years. Alves has been with Synergy Capital Advisors since 2006. Synergy Capital Advisors provides discretionary investment supervisory services primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and quantitative analysis to manage portfolios. The firm offers both long-only and long-short strategies and incorporates client-directed restrictions when requested.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters