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).

By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $941,060
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NH, NY, RI, TX

Financial Advisors at South Shore Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Caitlin S. Appleton
CRD#: 2291235
115 Ripley Road, Unit 1, Cohasset, MA 02025

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.

2
Lowell S. Thomas
CRD#: 1956210
115 Ripley Road, Unit 1, Cohasset, MA 02025

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.

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

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.

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