S&
SEARLE & CO.
SEC RegisteredGREENWICH, CThttps://searleco.com203-869-4800
Assets Under Management
$500M–$1B
Employees
13
Office Locations
5 offices
Total Accounts
129
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net Worth
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7 | $3.6M |
| High Net Worth Individuals | 119 | $622M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Robert Southworth Searle
PRESIDENT/CHIEF COMPLIANCE OFFICER, CFO
Office locations
5 offices in 1 state
CT
GREENWICHHQ
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
CRD number
#13035
SEC Number
801-68574
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Commission
Data as of December 16, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
searleco.comPhone
203-869-4800Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SEARLE & CO. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.