Insights

Niche Investment Focus Shearson Financial Services specializes in value-oriented investment strategies with an emphasis on risk mitigation by investing primarily in investment-grade securities and carefully selected equities, indicating an opportunity to introduce tailored financial products aligned with their conservative approach.

Recent Strategic Merger The company's merger with EF Hutton positions it for potential expansion and diversification, suggesting a need for integrated technology solutions, compliance support, or strategic advisory services to facilitate seamless integration.

Moderate Revenue Scale With annual revenues between 25 and 50 million dollars and a lean team of 11-50 employees, Shearson presents opportunities for scalable SaaS tools, cybersecurity enhancements, or operational efficiencies tailored for small-to-mid-sized financial firms.

Technology Awareness Their use of modern technologies such as Cloudflare CDN, AMP, and HTTP/3 indicates openness to innovative solutions, providing an opening for presenting advanced cybersecurity, web performance, or cloud infrastructure services.

Market Positioning Operating in a competitive space alongside giants like Charles Schwab and Fidelity, Shearson may benefit from targeted marketing or partnership strategies to highlight their disciplined, risk-averse investment philosophy and attract high-net-worth clients or strategic partners.

Shearson Financial Services Tech Stack

Shearson Financial Services uses 8 technology products and services including Cloudflare CDN, Cloudflare, RSS, and more. Explore Shearson Financial Services's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • RSS
    Content Management System
  • Cloudflare DNS
    Domain Name Services
  • AMP
    Javascript Frameworks
  • Swiper
    Javascript Libraries
  • PHP
    Programming Languages
  • HTTP/3
    Web & Portal Technology

Shearson Financial Services's Email Address Formats

Shearson Financial Services uses at least 2 format(s):
Shearson Financial Services Email FormatsExamplePercentage
FLast@shearsonllc.comJDoe@shearsonllc.com
96%
First@shearsonllc.comJohn@shearsonllc.com
4%
First@shearson.comJohn@shearson.com
100%

Frequently Asked Questions

Where is Shearson Financial Services's headquarters located?

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Shearson Financial Services's main headquarters is located at 7000 West Palmetto Park Road Suite 306 Boca Raton, Florida 33433 United States. The company has employees across 1 continents, including North America.

What is Shearson Financial Services's phone number?

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You can contact Shearson Financial Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Shearson Financial Services's official website and social media links?

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Shearson Financial Services's official website is shearson.com and has social profiles on LinkedIn.

What is Shearson Financial Services's NAICS code?

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Shearson Financial Services's NAICS code is 52 - Finance and Insurance.

How many employees does Shearson Financial Services have currently?

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As of May 2026, Shearson Financial Services has approximately 26 employees across 1 continents, including North America. Key team members include Ceo: J. K.Cco: J. K.President: S. G.. Explore Shearson Financial Services's employee directory with LeadIQ.

What industry does Shearson Financial Services belong to?

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Shearson Financial Services operates in the Financial Services industry.

What technology does Shearson Financial Services use?

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Shearson Financial Services's tech stack includes Cloudflare CDNCloudflareRSSCloudflare DNSAMPSwiperPHPHTTP/3.

What is Shearson Financial Services's email format?

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Shearson Financial Services's email format typically follows the pattern of FLast@shearsonllc.com. Find more Shearson Financial Services email formats with LeadIQ.

When was Shearson Financial Services founded?

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Shearson Financial Services was founded in 1996.

Shearson Financial Services

Financial ServicesFlorida, United States11-50 Employees

Shearson Financial Services, LLC is a value oriented investment firm focusing on a broad range of securities and insurance products. Our approach in seeking value is comprehensive, with an emphasis on risk aversion being a primary focus. For all investments we independently value each security before concluding our investment decisions. As a general rule for our bond accounts, broad diversification is primary.

 We invest predominantly in investment grade instruments. For our equity accounts we focus on a limited number of securities that we believe have a compelling value. We employ fundamental and technical reviews of these positions on a regular basis. Our non-proprietary products and services represent what we consider to be core, fundamental strategies for serious investors.

 We seek to mitigate risk by adhering to independent, disciplined investment strategies, which we believe will be less volatile over time than those offered by other financial institutions.

Section iconCompany Overview

Headquarters
7000 West Palmetto Park Road Suite 306 Boca Raton, Florida 33433 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Shearson Financial Services's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Shearson Financial Services's revenue is estimated to be in the range of $25M$50M

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