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Lowell Shumway Thomas

South Shore Capital Advisors, LLC

Boston, MA

CRD 1956210

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Employer firm

South Shore Capital Advisors, LLC CRD 142915

$273M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
South Shore Capital Advisors, Llc

100 Franklin Street Suite 403, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2008-10-28
  • MA RA
    APPROVED
    Since 2008-10-28

Branch Locations

100 Franklin Street Suite 403, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
South Shore Capital Advisors, Llc Hingham MA 10/2008 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-07-17
  • S63 Uniform Securities Agent State Law Examination
    1996-07-17
Designations
  • Chartered Financial Analyst
Other Names
  • Lowell Shumway Thomas

View on SEC IAPD

Nearby Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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