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Joshua Edward Singer

South Shore Investment Services LLC

Norwell, MA

CRD 6335800

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Employer firm

South Shore Investment Services LLC CRD 311450

$118M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
South Shore Investment Services Llc

52 Accord Park Drive 2Nd Floor, Norwell, MA 02061 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-27
  • MA RA
    APPROVED
    Since 2026-01-27

Branch Locations

52 Accord Park Drive 2Nd Floor, Norwell, MA 02061 • 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
Edward Jones St Louis MO 06/2014 01/2026
South Shore Investment Services Llc Northwell MA 01/2026 Present
Previous Registrations
  • 2014-08-08 → 2026-01-16
    Maryland Heights, MO
    Maryland Heights, MO
    Hanson, MA
    Marshfield, MA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-08
  • S66 Uniform Combined State Law Examination
    2014-08-08
Designations
  • Certified Financial Planner
Other Names
  • Joshua E Singer

View on SEC IAPD

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