Richard Morsch is a registered investment advisor at Searle & CO., based in Greenwich, CT, with 14 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 ActivitiesSells Insurance
Richard is an investment advisor representative with SCS Asset Management since 2016, dedicating about 10-20% of his time. He also works as a sales representative for Saunders Financial doing insurance sales and owns SRM Services LLC for tax purposes.
Employment History
Current Registrations
Searle & CO.
Searle & CO.Broker
Searle & CO.
Scs Asset Management, INC
Previous Registrations
Securities Research, INC. of FloridaBroker
State Registrations5 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.