# Shearson Financial Services

Shearson Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 38619
- **SEC file number:** 801-61866
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/38619

## About

SHEARSON FINANCIAL SERVICES, LLC is an SEC-registered investment adviser in BOCA RATON, FL. It has 22 employees. The firm is headquartered there.

## 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.

### 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.

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- [Olstein Capital Management](https://altss.com/profile/olstein-capital-management-lp)
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Last updated: 2026-06-03T20:00:00.000Z

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