linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Searle & Co.

Headquartered in GREENWICH, CT

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Searle & Co. is a corporation headquartered in Greenwich, Connecticut. Founded in 1982, the firm provides portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Searle & Co. manages approximately $648,957,944 in assets, of which $621,321,101 is discretionary. The firm is registered with the SEC and in 23 states.

Searle & Co.

333 GREENWICH AVENUE

GREENWICH, CT 06830

$648.96M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

SEARLE & CO. has a total of 4 branch locations across the country.
location

CHICAGO, IL

location

GREENWICH, CT

location

Middletown, RI

location

Boca Raton, FL

Advisors at Searle & Co.

View All 9 Advisors
Unclaimed
Virginia Mcgowan Gray

RA

GREENWICH, CT

View Profile
Unclaimed
Richard James Bell

RA

Middletown, RI

View Profile
Unclaimed
Nora Anne Powell

GREENWICH, CT

View Profile
Unclaimed
Grant Frederick Kuphall

RA

GREENWICH, CT

View Profile
Unclaimed
John Davis Eberly

CFA®, RA

GREENWICH, CT

View Profile
Unclaimed
Bob Robert Sunness

RA

GREENWICH, CT

View Profile
Unclaimed
Robert Southworth Searle

RA

GREENWICH, CT

View Profile
Unclaimed
Peter Bruce Taben

GREENWICH, CT

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Searle & Co. is right for you?

Disclosures

There is public disclosure for Searle & Co.. Review regulatory record here.

Frequently Asked Questions (9)

Not sure if Searle & Co. is right for you?