# SHEARSON FINANCIAL SERVICES, LLC

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

## Registration

- CRD: 38619
- Type: SEC-registered investment adviser
- SEC file number: 801-61866
- 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)

| Name | Role | Location |
| --- | --- | --- |
| KAPLAN GARY PHILIP | CEO | — |
| POWELL LAWRENCE STEPHEN | OPTIONS PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/38619/brochure
- Similar advisers: https://search.stillhousedata.com/firm/38619/similar
- Related entities: https://search.stillhousedata.com/firm/38619/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/38619

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.