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Taylor Goodwin Thomas

SOUTH SHORE CAPITAL ADVISORS, LLC·COHASSET, Massachusetts
Series 3, Series 7, Series 63, Series 65Clean record24 years registeredSOUTH SHORE CAPITAL ADVISORS, LLC
115 RIPLEY ROAD, COHASSET, MA 02025-1715CRD# 2526806Firm CRD# 142915

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Taylor Goodwin Thomas · COHASSET, MA
Registration
CRD #2526806 · SOUTH SHORE CAPITAL ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

SOUTH SHORE CAPITAL ADVISORS, LLC
Feb 2007 – present
CREDIT SUISSE SECURITIES
Jan 2003 – Jan 2007
BOSTON, MA
DONALDSON LUFKIN & JENRETTE SECURITIES CORPORATION
Jul 2002 – Jan 2003
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · July 26, 2002
Years registered · 24
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 →
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05

Frequently Asked Questions

What services does Taylor Goodwin Thomas offer?
Taylor Goodwin Thomas specializes in Financial Planning, Investment Management. Contact their office in COHASSET, Massachusetts for a consultation.
What are Taylor Goodwin Thomas's credentials?
Taylor Goodwin Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Taylor Goodwin Thomas located?
Taylor Goodwin 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 Taylor Goodwin Thomas charge for services?
Taylor Goodwin 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

Lowell Shumway Thomas
COHASSET, MA

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