South Shore Capital Advisors, LLC
South Shore Capital Advisors, LLC (CRD# 142915) is a financial advisory firm headquartered in Cohasset, MA. They manage $217,384,769 in 231 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management217MILLION
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Total Number of Accounts231ACCOUNTS
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Average Account Value$941,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, NH, NY, RI, TX
Caitlin Appleton (CRD# 2291235) is an Investment Advisor Representative working at South Shore Capital Advisors, LLC in Cohasset, MA and has over 24 years of experience in the finance industry.
Lowell Thomas (CRD# 1956210) is an Investment Advisor Representative working at South Shore Capital Advisors, LLC in Cohasset, MA and has over 27 years of experience in the finance industry.
Taylor Thomas (CRD# 2526806) is an Investment Advisor Representative working at South Shore Capital Advisors, LLC in Cohasset, MA and has over 29 years of experience in the finance industry.