Searle & Company

Searle & Company (CRD# 13035) is a financial advisory firm headquartered in Greenwich, CT. They manage $397,370,653 in 116 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
333 Greenwich Avenue, Greenwich, CT 06830
http://searleco.com
By the Numbers
  • Total Assets Under Management
    397
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $3,425,609
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, NJ, NY

Financial Advisors at Searle & Company
Showing 1 - 6 of 6 top financial advisors.
1
Richard Bell, financial advisor Greenwich CT
Richard J. Bell
CRD#: 1468480
333 Greenwich Ave, Greenwich, CT 06830

Richard Bell (CRD# 1468480) is an Investment Advisor Representative working at Searle & Company in Greenwich, CT and has over 38 years of experience in the finance industry.

2
John Eberly, financial advisor Greenwich CT
John D. Eberly
CRD#: 1892458
333 Greenwich Ave, Greenwich, CT 06830

John Eberly (CRD# 1892458) is an Investment Advisor Representative working at Searle & Company in Greenwich, CT and has over 35 years of experience in the finance industry.

3
Virginia Gray, financial advisor Greenwich CT
Virginia M. Gray
CRD#: 1365179
333 Greenwich Ave, Greenwich, CT 06830

Virginia Gray (CRD# 1365179) is an Investment Advisor Representative working at Searle & Company in Greenwich, CT and has over 21 years of experience in the finance industry.

4
Grant Kuphall, financial advisor Greenwich CT
Grant F. Kuphall
CRD#: 860032
333 Greenwich Ave, Greenwich, CT 06830

Grant Kuphall (CRD# 860032) is an Investment Advisor Representative working at Searle & Company in Greenwich, CT and has over 43 years of experience in the finance industry.

5
Robert Searle, financial advisor Greenwich CT
Robert S. Searle
CRD#: 839312
333 Greenwich Ave, Greenwich, CT 06830

Robert Searle (CRD# 839312) is an Investment Advisor Representative working at Searle & Company in Greenwich, CT and has over 21 years of experience in the finance industry.

6
Bob Sunness, financial advisor Greenwich CT
Bob R. Sunness
CRD#: 834409
333 Greenwich Ave, Greenwich, CT 06830

Bob Sunness (CRD# 834409) is an Investment Advisor Representative working at Searle & Company in Greenwich, CT and has over 43 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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