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Lowell Shumway Thomas

SOUTH SHORE CAPITAL ADVISORS, LLC·COHASSET, Massachusetts
Clean recordSOUTH 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lowell Shumway Thomas is a registered financial advisor based in COHASSET, Massachusetts, affiliated with SOUTH SHORE CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SOUTH SHORE CAPITAL ADVISORS, LLC
SOUTH SHORE CAPITAL ADVISORS, LLC
AUM
$217M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SOUTH SHORE CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1956210
Firm CRD# 142915
View on FINRA BrokerCheck →

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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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Research
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