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SOUTH SHORE INVESTMENT SERVICES LLC

NORWELL, MA · CRD 311450 · IAPD ↗ · southshoreis.com · (781) 887-8978

$117.9MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — SOUTH SHORE INVESTMENT SERVICES LLC (NORWELL, MA) is newly SEC-registered with $117.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.