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Robert Southworth Searle

Searle & Co.

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About Robert Southworth Searle

Robert Southworth Searle is a financial advisor with Searle & Co., based in Greenwich, CT. Robert has been in the financial services industry since 1977 and has a wide range of experience. Robert is registered with the state of Connecticut as an investment advisor representative. Robert has a broad range of expertise in providing financial advice to individuals, corporations and charitable organizations. Robert also provides financial advice to high-net-worth individuals and families, assisting them with developing and implementing personalized financial strategies.

Firm Information

Robert Searle 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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Robert Searle’s Registration & Firm History

CT

10/28/2024 - Present

Searle & Co. (GREENWICH CT)

NY

07/05/2002 - 07/21/2011

WESTON FINANCIAL SERVICES LLC (NEW YORK NY)

NA

07/01/1977 - 04/07/1983

SHEARMAN, RALSTON INC.

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Licenses & Designations

BOTH

Issued 10/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 09/21/1978

Series 40 - Registered Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative 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 06/18/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Robert Southworth Searle. Review regulatory record here.
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