SEARLE & CO.
SEC RegisteredAbout the firm
Searle & Co., Inc. is a full-service investment firm incorporated in Greenwich, CT in 1982. Searle offers both brokerage and investment advisory services to individuals and institutions. Their focus is providing clients with superior, personal service by knowledgeable, experienced staff.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Brokerage and investment advisory services, delivering an array of investment vehicles most appropriate for clients' needs
Who they serve
Individuals and institutions
| 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
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of December 16, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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