This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-06-1983
- Office Locations
- 2
Office Locations
About Searle & Co.
Searle & Co., Inc. (Greenwich, CT; founded 1982) is a full-service investment firm providing both broker-dealer and investment advisory services to individuals and institutions. The team averages 30+ years’ experience and builds portfolios heavily using ETFs alongside government and municipal bonds. Registered with FINRA/SIPC; custody includes Pershing.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT SOUTHWORTH SEARLE
Chief Compliance Officer, Chief Financial Officer, Investment Advisor, President
- CRD
- #839312
- Ownership
- 75% or more
THADDEUS SAJOUS COOK
President, VICE PRESIDENT
- CRD
- #856315
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
RICHARD JAMES BELL
Financial Advisor
- CRD
- #1468480
THADDEUS STAKELY COOK
--
- CRD
- #6525132
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $601,099,907 | $5,051,260 |
| Non-Discretionary | $28,792,618 | $2,879,262 |
| Total | $629,892,525 | $4,882,888 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing