Searle &
47yrs
Top advisor by experience in Greenwich
38yrs
John Davis Eberly
Financial advisor at Searle &
At a glance
Experience38 years (since 1988)
How that compares ?Top 6% by experience nationwide
Office333 Greenwich Ave, Greenwich, CT 06830
FirmSearle &
How the firm is paid ?Percent of assets, Commissions
States licensed ?1 state
Services through Searle &
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2005 – nowSearle & Co.Current firm
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Searle & at 203-869-4800 and ask for John Davis Eberly. John works from the Greenwich, CT office.
How long has John been a financial advisor?
John has been in the industry since 1988, about 38 years. Top 6% by experience nationwide.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Searle & reports being paid by a percentage of the assets they manage, commissions on some products. Ask John for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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