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SOUTH SHORE CAPITAL ADVISORS, LLC
SOUTH SHORE CAPITAL ADVISORS, LLC
COHASSET, Massachusetts
·
2 registered advisors
·
CRD# 142915
SEC# 801-96332
0
781-740-9310
01
Firm Overview
AUM
$217M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SOUTH SHORE CAPITAL ADVISORS, LLC
2 registered advisors
Lowell Shumway Thomas
COHASSET, Massachusetts
CRD# 1956210
Taylor Goodwin Thomas
COHASSET, Massachusetts
CRD# 2526806
05
Office Locations
COHASSET, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. SOUTH SHORE CAPITAL ADVISORS, LLC (CRD# 142915) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.