South Shore Investment Services provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
South Shore Investment Services reports 570 clients. They include 548 individual clients and 22 high-net-worth individuals. Of its assets, 100.0% ($118M across 832 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 96% | 75% |
| High-net-worth individuals | 4% | 25% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 548 | $89M | 75.5% | $162K |
| High-net-worth individuals | 22 | $28.9M | 24.5% | $1.31M |
| Total | 570 | $118M | 100% | $207K |
- Clients
- 548
- Regulatory AUM
- $89M
- AUM share
- 75.5%
- Avg. per client
- $162K
- Clients
- 22
- Regulatory AUM
- $28.9M
- AUM share
- 24.5%
- Avg. per client
- $1.31M
Total
- Clients
- 570
- Regulatory AUM
- $118M
- AUM share
- 100%
- Avg. per client
- $207K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
South Shore Investment Services charges 1.00% a year for its Portfolio Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning (Fixed Fees)
- Financial plans are a fixed fee between $0 and $5,000, based on the complexity of the relationship and the scope of planning services; negotiable.
Bryan Galligan owns 75% or more of South Shore Investment Services. It has 5 employees, 2 of them in advisory roles.
Leadership
Bryan GalliganManaging Member / CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of South Shore Investment Services LLC
Bryan Galligan
Control person · since September 2020
Besides its headquarters, South Shore Investment Services has 1 office, with 2 listed addresses in Massachusetts.
Massachusetts · 2 listed addresses
- 52 Accord Park Drive, 2nd Floor, NorwellHQ
- One Marina Park Drive, Boston
Contact and registration details
- Legal name
- South Shore Investment Services LLC
- Headquarters
- 52 Accord Park Drive, 2nd Floor, Norwell, MA 02061
- Website
- southshoreis.com
- Phone
- 781-887-8978
- SEC file
- 801-135966
- Structure
- Massachusetts LLC
- Fiscal year end
- December
South Shore Investment Services uses Charles Schwab ($118M) as custodian for its separately managed accounts. South Shore Investment Services does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $118M100%
At year end, South Shore Investment Services’ separately managed accounts were mostly in stocks (78%) and funds (19%).
What the accounts hold
- Stocks78%
- Funds19%
- Cash3%
How many clients does South Shore Investment Services have?
South Shore Investment Services has 570 clients and manages $118 million for them, as of March 2026. They include 548 individual clients and 22 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does South Shore Investment Services offer?
South Shore Investment Services provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does South Shore Investment Services charge?
South Shore Investment Services charges 1.00% a year for its Portfolio Management Services. The fee is billed in advance or in arrears and is negotiable.
Source: ADV PART 2A- SOUTH SHORE INVESTMENT SERVICES LLC, filed 25 March 2026
Which custodians does South Shore Investment Services use?
South Shore Investment Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $118M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does South Shore Investment Services have?
South Shore Investment Services has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does South Shore Investment Services invest in?
At the end of its last fiscal year, South Shore Investment Services’ separately managed accounts held 78% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs) and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns South Shore Investment Services?
South Shore Investment Services’ direct owner is Bryan Galligan (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does South Shore Investment Services get paid?
South Shore Investment Services is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is South Shore Investment Services registered with the SEC?
Yes, South Shore Investment Services has been registered with the SEC as an investment adviser since 24 April 2026. Its CRD number is 311450 and its SEC file number is 801-135966.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact South Shore Investment Services?
South Shore Investment Services’ main office is at 52 Accord Park Drive, 2nd Floor, Norwell, MA 02061. Its phone number is 781-887-8978. Its website is southshoreis.com.