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Shearson Financial Services

Shearson Financial Services Email Formats

Financial ServicesFlag of USBoca Raton, Florida, United States21-50 Employees

Shearson Financial Services Email Formats

Shearson Financial Services uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@shearsonllc.com), used 91.7% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@shearsonllc.com
91.7%
{first name}{last name}
johndoe@shearsonllc.com
8.3%

Key Contacts at Shearson Financial Services

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John Desiderio

Senior Managing Director

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Mark Scheinbaum

Managing Director

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Mark Scheinbaum

Managing Director

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Mark Scheinbaum

Managing Director

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John L. Richey

Managing Director

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Val Goren

Executive Director

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Mark Scheinbaum

Managing Director

Company overview

Headquarters7000 W. Palmetto Park Road, Suite 306, Boca Raton, Florida 33433, US
Phone number+18006771107
Websites
NAICS52
SIC615
Founded1996
Employees21-50
Socials

About Shearson Financial Services

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.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

C-Suite
Entry
Vice President

Employees by Department

Shearson Financial Services has 6 employees across 1 departments.

Departments

Number of employees

Funding Data

Shearson Financial Services has never raised funding before.

Shearson Financial Services Tech Stack

Discover the technologies and tools that power Shearson Financial Services's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Jetpack

Jetpack

WordPress plugins

Gravity Forms

Gravity Forms

Form builders

MySQL

MySQL

Databases

Elementor Header & Footer Builder

Elementor Header & Footer Builder

WordPress plugins

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

WP Rocket

WP Rocket

Caching

WordPress

WordPress

Blogs

Hello Elementor

Hello Elementor

WordPress themes

Elementor

Elementor

Page builders

RSS

RSS

Miscellaneous

Frequently asked questions

Shearson Financial Services is located in Boca Raton, Florida, US.
You can reach Shearson Financial Services at +18006771107.
Shearson Financial Services was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.
Shearson Financial Services has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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