John Eberly is a CFA-designated registered investment advisor at Searle & CO., based in Greenwich, CT, with 35 years of industry experience. Their practice areas include Investment Management. 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% |
The management fee is negotiable, depending on individual client circumstances, and it will not exceed a maximum of 2.0% annually.
Fee Estimator
Location
333 Greenwich Ave, Greenwich, CT, 06830
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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 Registrations9 states
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