Financial ADVSR advisor directory · SEC adviser records
South Shore Capital Advisors, LLC financial advisors in Boston, MA
Every SEC-registered investment adviser representative at a South Shore Capital Advisors, LLC office in Boston, A to Z.
The short answer
3 registered advisors work at South Shore Capital Advisors, LLC in Boston, out of 3 at the firm nationwide; it ranks number 152 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
South Shore Capital Advisors, LLC advisors in Boston, A to Z
Every South Shore Capital Advisors, LLC advisor →- Caitlin S. AppletonInvestment adviser rep
- Lowell S. Thomas IIIChartered Financial Analyst
- Taylor G. ThomasInvestment adviser rep
South Shore Capital Advisors, LLC advisors in every city and state →South Shore Capital Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Boston
All Boston advisors →Morgan Stanley 353Merrill Lynch, Pierce, Fenner & Smith Incorporated 338J.P. Morgan Securities LLC 251Voya Financial Advisors, Inc. 175UBS Financial Services Inc. 174Strategic Advisers LLC 158Columbia Management Investment Advisers, LLC 135John Hancock Investment Management LLC 98MML Investors Services, LLC 93Eaton Vance Management 90Wells Fargo Clearing Services, LLC 56Putnam Investment Management, LLC 53
Questions
How many financial advisors does South Shore Capital Advisors, LLC have in Boston?
3 investment adviser representatives are registered at South Shore Capital Advisors, LLC offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is South Shore Capital Advisors, LLC one of the largest advisor employers in Boston?
South Shore Capital Advisors, LLC ranks number 152 in Boston by registered advisors; Morgan Stanley has the most, with 353.
How do I check a South Shore Capital Advisors, LLC advisor in Boston?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the South Shore Capital Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.