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SHEARSON FINANCIAL SERVICES, LLC
CRD 38619 · SEC 801-61866
7000 W. PALMETTO PARK ROAD, SUITE 501, BOCA RATON, FL, 33433, United States
Phone
561-613-4727
Fax
561-613-4728
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
22 total employees; 0 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-07
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
All web addresses on file
Official SEC filing: View on IAPD