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Bob Robert Sunness

Searle & Co.

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About Bob Robert Sunness

Bob Sunness is a financial advisor with over 40 years of experience in the financial services industry. Bob is currently registered with Searle & Co. Bob has a diverse background with prior experience at Greenwich Capital Markets, Inc. and Salomon Brothers Inc. Bob holds a Series 63, Series 65, Series 7, Series 79TO, and SIE licenses. Bob is a Registered Representative and Investment Adviser Representative with Searle & Co. and is registered in multiple states including Connecticut, New York, Florida, California, Colorado, Illinois and Texas.

Firm Information

Bob Sunness is currently registered with Searle & Co.. 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.

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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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Bob Sunness’s Registration & Firm History

CT

06/11/2021 - Present

Searle & Co. (GREENWICH CT)

CT

02/24/1988 - 06/26/1998

GREENWICH CAPITAL MARKETS, INC. (STAMFORD CT)

NA

03/01/1977 - 11/24/1987

SALOMON BROTHERS INC.

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Licenses & Designations

IA

Issued 03/29/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/08/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bob Robert Sunness.
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