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Lowell Shumway Thomas

SOUTH SHORE CAPITAL ADVISORS, LLC·COHASSET, Massachusetts
Series 63Clean record17 years registeredSOUTH SHORE CAPITAL ADVISORS, LLC
115 RIPLEY ROAD, COHASSET, MA 02025-1715CRD# 1956210Firm CRD# 142915

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lowell Shumway Thomas · COHASSET, MA
Registration
CRD #1956210 · SOUTH SHORE CAPITAL ADVISORS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

SOUTH SHORE CAPITAL ADVISORS, LLC
Oct 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 63
Registration record
First registered · October 28, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOUTH SHORE CAPITAL ADVISORS, LLC
CRD 142915 · SEC 801-96332
AUM
$217M
Regulatory assets under management
Employees
3
231 client accounts
Services offered by SOUTH SHORE CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SOUTH SHORE CAPITAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Lowell Shumway Thomas offer?
Lowell Shumway Thomas specializes in Financial Planning, Investment Management. Contact their office in COHASSET, Massachusetts for a consultation.
What are Lowell Shumway Thomas's credentials?
Lowell Shumway Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lowell Shumway Thomas located?
Lowell Shumway Thomas is based in COHASSET, Massachusetts, working with SOUTH SHORE CAPITAL ADVISORS, LLC. Their office serves clients in the COHASSET metropolitan area and surrounding communities.
How does Lowell Shumway Thomas charge for services?
Lowell Shumway Thomas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTH SHORE CAPITAL ADVISORS, LLC?
SOUTH SHORE CAPITAL ADVISORS, LLC has approximately 3 employees and manages $217M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUTH SHORE CAPITAL ADVISORS, LLC

Taylor Goodwin Thomas
COHASSET, MA

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