Shearson Financial Services, LLC

Shearson Financial Services, LLC (CRD# 38619) is a financial advisory firm headquartered in Boca Raton, FL. They manage $10,000,000 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $833,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Shearson Financial Services, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Robert A. Hirsch
CRD#: 1721702
7000 W. Palmetto Park Road, Suite 306, Boca Raton, FL 33433
96
Wealthminder
score

Robert Hirsch (CRD# 1721702) is an Investment Advisor Representative working at Shearson Financial Services, LLC in Boca Raton, FL and has over 30 years of experience in the finance industry.

2
Jose L. Diaz
CRD#: 4653630
7000 W. Palmetto Park Rd, Suite 306, Boca Raton, FL 33433
93
Wealthminder
score

Jose Diaz (CRD# 4653630) is an Investment Advisor Representative working at Shearson Financial Services, LLC in Boca Raton, FL and has over 6 years of experience in the finance industry.

3
Linda A. Melcer
CRD#: 2080333
7000 W. Palmetto Park Rd, Suite 306, Boca Raton, FL 33433
93
Wealthminder
score

Linda Melcer (CRD# 2080333) is an Investment Advisor Representative working at Shearson Financial Services, LLC in Boca Raton, FL and has over 23 years of experience in the finance industry.

4
Lawrence R. Melcer
CRD#: 5615629
7000 W. Palmetto Park Rd, Suite 306, Boca Raton, FL 33433
77
Wealthminder
score

Lawrence Melcer (CRD# 5615629) is an Investment Advisor Representative working at Shearson Financial Services, LLC in Boca Raton, FL and has over 2 years of experience in the finance industry.

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