Searle & Company

Searle & Company (CRD# 13035) is a financial advisory firm headquartered in Greenwich, CT. They manage $306,359,746 in 134 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $2,286,267
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, CT, FL, NJ, NY

Financial Advisors at Searle & Company
Showing 1 - 7 of 7 top financial advisors.
1
John D. Eberly
CRD#: 1892458
333 Greenwich Ave, Greenwich, CT 06830
96
Wealthminder
score

John Eberly (CRD# 1892458) is an Investment Advisor Representative working at Searle & Company in Greenwich, CT and has over 29 years of experience in the finance industry.

2
Richard J. Bell
CRD#: 1468480
333 Greenwich Ave, Greenwich, CT 06830
93
Wealthminder
score

Richard Bell (CRD# 1468480) is an Investment Advisor Representative working at Searle & Company in Greenwich, CT and has over 32 years of experience in the finance industry.

3
Virginia M. Gray
CRD#: 1365179
333 Greenwich Ave, Greenwich, CT 06830
93
Wealthminder
score

Virginia Gray (CRD# 1365179) is an Investment Advisor Representative working at Searle & Company in Greenwich, CT and has over 15 years of experience in the finance industry.

4
Bob R. Sunness
CRD#: 834409
333 Greenwich Ave, Greenwich, CT 06830
93
Wealthminder
score

Bob Sunness (CRD# 834409) is an Investment Advisor Representative working at Searle & Company in Greenwich, CT and has over 37 years of experience in the finance industry.

5
Grant F. Kuphall
CRD#: 860032
333 Greenwich Ave, Greenwich, CT 06830
81
Wealthminder
score

Grant Kuphall (CRD# 860032) is an Investment Advisor Representative working at Searle & Company in Greenwich, CT and has over 37 years of experience in the finance industry.

6
Robert S. Searle
CRD#: 839312
333 Greenwich Ave, Greenwich, CT 06830
73
Wealthminder
score

Robert Searle (CRD# 839312) is an Investment Advisor Representative working at Searle & Company in Greenwich, CT and has over 15 years of experience in the finance industry.

7
Willard T. Wolff
CRD#: 1919505
Stamford, CT
73
Wealthminder
score

Willard Wolff (CRD# 1919505) is an Investment Advisor Representative working at Searle & Company in Stamford, CT and has over 29 years of experience in the finance industry.

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