Joshua Singer has been an investment adviser representative at South Shore Investment Services since January 2026, and is not listed among the firm’s executive officers or direct owners. Joshua Singer studied at Fitchburg State University.
South Shore Investment Services LLC is a Norwell, MA firm with $118M under management, 570 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Josh Singer is a financial advisor at South Shore Investment Services. Through a structured planning process, he helps individuals and families approaching retirement, including with retirement income planning, tax efficiency planning, Medicare and Social Security, and estate strategy.
Joshua Singer’s longest registration was 11 years at Edward Jones (2014–2026). Before joining South Shore Investment Services in 2026, Joshua Singer was registered through Edward Jones.
- – present · under a yearNorwell, MA · Adviser representative · Firm CRD 311450
- Edward Jones– · 11 yearsMarshfield, MA · Adviser representative · Firm CRD 250
Professional designations
Listed by South Shore Investment Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Joshua Singer is registered as an investment adviser representative in Massachusetts, since January 2026.
- MassachusettsSince 27 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 August 2014 |
| Series 7 | General Securities Representative Examination | 15 July 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua Edward Singer
- CRD
- 6335800
- Firm
- South Shore Investment Services · CRD 311450
- Office
- 52 ACCORD PARK DRIVE, 2ND FLOOR, Norwell, MA 02061
- Registration
- Investment adviser registration
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- southshoreis.com
Where does Joshua Singer work?
Joshua Singer is an investment adviser representative registered through South Shore Investment Services LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Singer a financial advisor?
Yes. Joshua Singer has a current investment-adviser registration in Massachusetts, through South Shore Investment Services since January 2026.
How many years of experience does Joshua Singer have?
Joshua Singer has 12 years in the financial industry, since July 2014, across 2 adviser firms.
What exams has Joshua Singer passed?
Joshua Singer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2014. FINRA credited Joshua Singer with the SIE, which began in October 2018.
Where did Joshua Singer work before South Shore Investment Services?
Before South Shore Investment Services, Joshua Singer was registered through Edward Jones, August 2014 to January 2026.
Where is Joshua Singer based?
Joshua Singer’s registered office is in Norwell, MA.
Is Joshua Singer registered with FINRA?
No. Joshua Singer has no current broker registration.
Is Joshua Singer a CFP?
South Shore Investment Services lists Joshua Singer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Joshua Singer’s record?
Search CRD 6335800 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Singer’s full registration record.
