South Shore Investment Services LLC logo

South Shore Investment Services LLC

Updated today

Client assets under management

$117,927,211

Clients

570

4% high-net worth

Advisors

2

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

285

Very High

Average account size

$206,890

About

South Shore Investment Services provides portfolio management and financial planning to individual and high‑net‑worth clients. The firm reports about $118 million in discretionary assets across roughly 570 client accounts and offers ongoing discretionary management, financial planning (including optional estate planning work with in‑house counsel), and access to third‑party investment managers.

SSIS documents client objectives in individualized Investment Policy Statements and uses a mix of modern portfolio theory and technical analysis across both long‑ and short‑term trading approaches. Accounts are reviewed at least monthly by the firm’s designated reviewer, and SSIS may place client assets with third‑party managers while continuing to provide oversight.

Distinctive features disclosed in the brochure include that some supervised persons are licensed life and health insurance agents who receive commissions on insurance sales, a potential conflict the firm acknowledges because those commissions are not offset against advisory fees. The firm also recently moved to SEC registration after exceeding $100 million in AUM, does not aggregate block trades for multiple clients (which may affect execution and pricing), and notes the use of third‑party service providers that employ artificial intelligence, with related operational and data risks.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Wealth management General retirement planning

Fee options

Fixed

Fixed financial planning fees between $0 and $5,000, negotiable

Percentage

1.00% annually

Main office location

South Shore Investment Services LLC

52 Accord Park Drive, 2 Nd Floor

Norwell MA 02061, United States

Number of offices

2

Most active in

Florida · Massachusetts

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bryan G

Series 65

Norwell, MA

South Shore Investment Services LLC

Bryan Galligan is a financial advisor at South Shore Investment Services LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Capital Analysts, Lincoln Investment, and DMI Marketing. Outside of advisory work, he is also engaged in the sales and service of life insurance as a sole proprietor. South Shore Investment Services provides portfolio management and financial planning to individual and high-net-worth clients, primarily managing discretionary accounts with tailored Investment Policy Statements. The firm combines modern portfolio theory and technical analysis, employs both long- and short-term trading strategies, and may utilize third-party managers and model allocations.

Wealth management General retirement planning
user avatar

Joshua S

CFP®, Series 66

Norwell, MA

South Shore Investment Services LLC

Joshua Singer is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Edward Jones for 12 years before joining South Shore Investment Services LLC, where he has been since 2026. In addition to his advisory role, he is also a licensed insurance agent involved in the sale of various insurance products. South Shore Investment Services LLC provides portfolio management and financial planning to individual and high-net-worth clients, utilizing both modern portfolio theory and technical analysis. The firm manages primarily discretionary accounts, prepares customized Investment Policy Statements, and employs third-party managers and model allocations to support its client services.

Wealth management General retirement planning
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")