Unclaimed Profile

Karen Lynn Peters

SEARLE & CO.·GREENWICH, Connecticut

SEARLE & CO.

333 GREENWICH AVENUE, GREENWICH, CT 06830CRD# 2080613Firm CRD# 13035

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen Lynn Peters · GREENWICH, CT

Registration

CRD #2080613 · SEARLE & CO.

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Karen Lynn Peters is a registered financial advisor based in GREENWICH, Connecticut, affiliated with SEARLE & CO.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

SEARLE & CO.

AUM

$649M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SEARLE & CO. →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Commissions

Regulatory

SEC/IARD CRD# 2080613

Firm CRD# 13035

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Karen Lynn Peters offer?

Karen Lynn Peters specializes in Investment Management. Contact their office in GREENWICH, Connecticut for a consultation.

What are Karen Lynn Peters's credentials?

Karen Lynn Peters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Lynn Peters located?

Karen Lynn Peters is based in GREENWICH, Connecticut, working with SEARLE & CO.. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.

How does Karen Lynn Peters charge for services?

Karen Lynn Peters's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEARLE & CO.?

SEARLE & CO. has approximately 11 employees and manages $649M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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