John Eberly is a CFA-designated registered investment advisor at Searle & CO., based in Greenwich, CT, with 36 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 127 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and will not exceed a maximum of 2.0% annually, billed quarterly in arrears based on the average month-end balance.
Fee Estimator
Location
333 Greenwich Ave, Greenwich, CT, 06830
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is on the board of directors for PIX LLC and Cymtec LLC, dedicating minimal time to each. PIX LLC is investment-related, while Cymtec LLC is an information technology company.
Employment History
Current Registrations
Searle & CO.
Searle & CO.Broker
Previous Registrations
Greenwich Capital Markets, INC.Broker
Geldermann Securities, INC.Broker
Salomon Brothers INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Grant KuphallSearle & CO.
- Robert SearleSearle & CO.
- Kevin Judge, CFPCharles Schwab & CO., INC.
- Eric Gerster, CFAAlphacore Capital LLC
- Ryan Giacomarro, CFPJ.P. Morgan Securities LLC
- Kirk Mullen, CFPJ.P. Morgan Securities LLC