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Grant Frederick Kuphall

Searle & Co.

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About Grant Frederick Kuphall

Grant Frederick Kuphall is a financial professional with over 40 years of experience in the securities industry. Grant has held a variety of roles at prominent firms including Salomon Brothers Inc., Morgan Stanley & Co., Incorporated, and The Advisors Group, Inc. Grant is currently registered with Searle & Co. and holds licenses for both investment advisor and broker-dealer activities. Grant has also passed several industry exams, including the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, and the General Securities Representative Examination. Grant has extensive experience in portfolio management, financial planning, and investment advisory services for individuals.

Firm Information

Grant Kuphall 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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Grant Kuphall’s Registration & Firm History

CT

07/07/2021 - Present

Searle & Co. (GREENWICH CT)

MD

12/12/2000 - 12/06/2001

THE ADVISORS GROUP, INC. (BETHESDA MD)

OH

05/19/1995 - 01/12/1999

HUTCHINSON, SHOCKEY, ERLEY & CO. (COLUMBUS OH)

NY

11/16/1987 - 04/04/1995

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

12/03/1987 - 01/11/1995

MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)

NA

11/27/1978 - 11/10/1987

SALOMON BROTHERS INC.

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Licenses & Designations

IA

Issued 02/09/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/08/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/1996

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/11/1995

Series 24 - General Securities Principal Examination

BC

Issued 12/14/1992

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/1985

Series 3 - National Commodity Futures Examination

BC

Issued 11/18/1978

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Grant Frederick Kuphall. Review regulatory record here.
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