SHEARSON FINANCIAL SERVICES, LLC

Overview

Shearson Financial Services, LLC is an independent broker-dealer organized as a limited liability company and first registered with the SEC in 1995. The firm is owned by an individual and combines brokerage operations with advisory and planning services. Its advisory capabilities include financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Shearson charges a mixture of fee types — percentage of AUM, hourly, and fixed fees — and is listed as affiliated with other investment adviser activity. The firm is not identified as an active ESG investor and is not classified as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices