SHEARSON FINANCIAL SERVICES, LLC

SHEARSON FINANCIAL SERVICES, LLC of BOCA RATON, FL is an SEC-registered investment adviser (CRD 38619). This firm reports disciplinary history on Form ADV.

Registration

• CRD: 38619
• SEC file number: 801-61866
• Type: Registered investment adviser
• Location: 7000 W. PALMETTO PARK ROAD, BOCA RATON, FL, 33433
• Phone: 561-613-4727
• Latest filing: 2026-03-07
• Clients: 22

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 38619 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search