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South Shore Investment Services LLC CRD 311450
$118M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
52 Accord Park Drive 2Nd Floor, Norwell, MA 02061 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-27 |
Branch Locations
52 Accord Park Drive 2Nd Floor, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2014 | 01/2026 |
| South Shore Investment Services Llc | Northwell | MA | 01/2026 | Present |
INSURANCE AGENT- INVESTMENT RELATED - NORWELL, MASSACHUSETTS; INSURANCE SALES, AGENT, 2023, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-08 |
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