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Financial ADVSR advisor directory · SEC adviser records

South Shore Investment Services LLC financial advisors in Norwell, MA

Every SEC-registered investment adviser representative at a South Shore Investment Services LLC office in Norwell, A to Z.

The short answer

3 registered advisors work at South Shore Investment Services LLC in Norwell, out of 3 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

South Shore Investment Services LLC advisors in Norwell, A to Z

Every South Shore Investment Services LLC advisor →

South Shore Investment Services LLC advisors in every city and state →South Shore Investment Services LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Norwell

All Norwell advisors →

Morgan Stanley 43Ameriprise Financial Services, LLC 15Wells Fargo Clearing Services, LLC 15RBC Capital Markets, LLC 9Commonwealth Financial Network 7Cambridge Investment Research Advisors, Inc. 6LPL Financial LLC 6Contravisory Investment Management, Inc. 4Eagle Strategies LLC 4Ameritas Advisory Services, LLC 3Diversified Financial Management 3Kestra Advisory Services, LLC 3

Questions

How many financial advisors does South Shore Investment Services LLC have in Norwell?

3 investment adviser representatives are registered at South Shore Investment Services LLC offices in Norwell, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is South Shore Investment Services LLC one of the largest advisor employers in Norwell?

South Shore Investment Services LLC ranks number 13 in Norwell by registered advisors; Morgan Stanley has the most, with 43.

How do I check a South Shore Investment Services LLC advisor in Norwell?

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 Investment Services 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.