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Peter Bruce Taben

Searle & Co.

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About Peter Bruce Taben

Peter Taben is a financial advisor at Searle & Co., based in Greenwich, CT. Peter has been in the financial industry since 1991 and holds a Series 7, Series 63, and SIE license. Peter specializes in providing portfolio management for individuals and has been registered with the Financial Industry Regulatory Authority (FINRA) since February 1993. Previously, Peter worked at WERTHEIM & CO., INC., and MABON, NUGENT & CO., and has been licensed in Connecticut, New York, and Pennsylvania.

Firm Information

Peter Taben 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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Peter Taben’s Registration & Firm History

CT

02/01/1993 - Present

Searle & Co. (GREENWICH CT)

NA

09/19/1984 - 10/25/1985

WERTHEIM & CO., INC.

NA

08/21/1984 - 08/24/1984

MABON, NUGENT & CO.

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Licenses & Designations

BC

Issued 03/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Bruce Taben.
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