South Shore Capital Advisors, LLC

South Shore Capital Advisors, LLC (CRD# 142915) is a financial advisory firm headquartered in Cohasset, MA. They manage $136,378,647 in 172 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $792,899
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, NY, RI

Financial Advisors at South Shore Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lowell S. Thomas
CRD#: 1956210
115 Ripley Road, Unit 1, Cohasset, MA 02025
96
Wealthminder
score

Lowell Thomas (CRD# 1956210) is an Investment Advisor Representative working at South Shore Capital Advisors, LLC in Cohasset, MA and has over 20 years of experience in the finance industry.

2
Bonnie J. Cordeiro
CRD#: 2780429
115 Ripley Road, Unit 1, Cohasset, MA 02025
93
Wealthminder
score

Bonnie Cordeiro (CRD# 2780429) is an Investment Advisor Representative working at South Shore Capital Advisors, LLC in Cohasset, MA and has over 19 years of experience in the finance industry.

3
Taylor G. Thomas
CRD#: 2526806
115 Ripley Road, Unit 1, Cohasset, MA 02025
93
Wealthminder
score

Taylor Thomas (CRD# 2526806) is an Investment Advisor Representative working at South Shore Capital Advisors, LLC in Cohasset, MA and has over 22 years of experience in the finance industry.

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