Bob Sunness is a registered investment advisor at Searle & CO., based in Greenwich, CT, with 48 years of industry experience. Bob 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
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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
Bob is a managing member of Pix LLC, a personal holding LLC, and THIIK, LLC, a hat sales business. He spends minimal time on each of these activities.
Employment History
Current Registrations
Searle & CO.
Searle & CO.
Searle & CO.Broker
Previous Registrations
Greenwich Capital Markets, INC.Broker
Salomon Brothers INC.Broker
State Registrations7 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
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