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John Davis Eberly

Searle & Co.

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About John Davis Eberly

John Davis Eberly is a financial advisor with over 30 years of experience in the industry. John is currently registered with Searle & Co. and has previously worked at Greenwich Capital Markets, Inc., Geldermann Securities, Inc., and Salomon Brothers Inc. John has a strong track record of success in providing financial advice to individuals and families, as well as to charitable organizations. John specializes in providing investment advice and portfolio management services. John holds the Series 3, 7, 53, 63, SIE, and 79TO licenses and the Chartered Financial Analyst designation.

Firm Information

John Eberly 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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John Eberly’s Registration & Firm History

CT

02/02/2005 - Present

Searle & Co. (GREENWICH CT)

CT

05/03/1990 - 06/26/1998

GREENWICH CAPITAL MARKETS, INC. (STAMFORD CT)

NA

03/22/1989 - 05/31/1989

GELDERMANN SECURITIES, INC.

NA

11/23/1988 - 02/02/1989

SALOMON BROTHERS INC.

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Licenses & Designations

BC

Issued 12/02/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/1993

Series 53 - Municipal Securities Principal 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 06/22/2006

Series 3 - National Commodity Futures Examination

BC

Issued 11/19/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Davis Eberly.
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