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James William Green

Searle & Co.

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About James William Green

James William Green is a registered representative with Searle & Co. James has been in the industry since August 28, 2015, and is currently registered in 5 states. James has been with Searle & Co. since February 14, 2018, and previously worked at CITIGROUP GLOBAL MARKETS INC. James holds the Series 7, Series 24 and Series 63 licenses, as well as the SIE exam. James specializes in portfolio management for individuals.

Firm Information

James Green 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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James Green’s Registration & Firm History

CT

02/14/2018 - Present

Searle & Co. (GREENWICH CT)

NY

09/22/2005 - 03/10/2008

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/05/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James William Green.
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