CRD: 311450
South Shore Investment Services LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-04-2021
- Office Locations
- 1
Office Locations
About South Shore Investment Services LLC
South Shore Investment Services is a Massachusetts-based fiduciary RIA providing integrated wealth management and retirement income planning, coordinating with estate planning attorneys and tax partners to build complete financial plans. The firm emphasizes ETF-oriented portfolios alongside tax-efficient and legacy/IRA planning, and also supports Medicare and insurance/annuity solutions. Client accounts are custodied at Schwab.
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRYAN JOSEPH GALLIGAN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6433547
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Joshua Edward Singer
--
- CRD
- #6335800
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,927,211 | $141,739 |
| Non-Discretionary | $0 | -- |
| Total | $117,927,211 | $141,739 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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