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Shearson Financial Services
Shearson Financial Services is a ria; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for private-markets...
Shearson Financial Services
SHEARSON FINANCIAL SERVICES, LLC is an SEC-registered investment adviser in BOCA RATON, FL. It has 22 employees. The firm is headquartered there.
General information
Firm type
RIA
Frequently asked questions
What is the ownership structure of Shearson Financial Services?
Shearson Financial Services is structured as a limited liability company (LLC) registered as an investment advisor. The specific ownership group or principals are not publicly disclosed in available records.
Does Shearson Financial Services have any relationship to the former Shearson Lehman Brothers?
The name Shearson historically belonged to a retail brokerage network acquired by American Express and later sold to Lehman Brothers in 1990. The current LLC entity may be a separate registered advisor using a licensed name, but no formal link to the legacy firm has been confirmed in public filings.
What types of clients does Shearson Financial Services serve?
As an RIA, the firm likely serves high-net-worth individuals, families, or institutions, but specific client profiles are not publicly documented.
Has Shearson Financial Services disclosed its assets under management?
No public disclosures of AUM have been found. The firm does not report a figure in regulatory filings or marketing materials available via public record.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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