{"url":"https://nivawealth.com/firms/south-shore-investment-services-311450","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/311450","regulatoryAum":117927211,"crd":"311450","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6433547","suffix":null,"lastName":"GALLIGAN","firstName":"BRYAN","middleName":"JOSEPH"},{"crd":"6899286","suffix":null,"lastName":"Hesson","firstName":"Colby","middleName":null},{"crd":"6335800","suffix":null,"lastName":"Singer","firstName":"Joshua","middleName":"Edward"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135966","legalName":"South Shore Investment Services LLC","displayName":"South Shore Investment Services","slug":"south-shore-investment-services-311450","website":"https://southshoreis.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/311450/cb69366cb4f71cc4-r1.webp","tone":"light","width":840,"height":200,"sourceUrl":"https://www.southshoreis.com","sourceLabel":"South Shore Investment Services LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Massachusetts limited liability company","fiscalYearEnd":"December","headquarters":{"street":"52 Accord Park Drive, 2nd Floor","city":"Norwell","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02061"},"tradeNames":[],"registration":{"secApproved":"24 April 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":206889.84385964912,"staff":{"employees":5,"advisory":2,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":117927211,"discretionary":117927211,"discretionaryAccounts":832,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":548,"regulatoryAum":89010993},{"label":"High-net-worth individuals","clients":22,"regulatoryAum":28916218}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025569","versionId":1025569,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-03-25","documentName":"ADV PART 2A- SOUTH SHORE INVESTMENT SERVICES LLC","fee_rate_low":1,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning (Fixed Fees)","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025569","versionId":1025569,"submittedOn":"2026-03-25","documentName":"ADV PART 2A- SOUTH SHORE INVESTMENT SERVICES LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:47:07.277776+00:00","documents":[{"name":"ADV PART 2A- SOUTH SHORE INVESTMENT SERVICES LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025569","versionId":1025569,"submittedOn":"2026-03-25"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025570","versionId":1025570,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025568","versionId":1025568,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":117927211}],"custodyNote":"South Shore Investment Services does not have custody of client assets.","leadership":[{"name":"Bryan Galligan","title":"Managing Member / CCO","crd":"6433547"}],"ownership":[{"label":"Bryan Galligan","detail":"Managing member / cco in the 75% or more ownership band and a control person, since September 2020."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":2,"addresses":[{"street":"52 Accord Park Drive, 2nd Floor","city":"Norwell","headquarters":true},{"street":"One Marina Park Drive","city":"Boston"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"781-887-8978","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":78},{"label":"Securities issued by registered investment companies or business development companies","percent":19},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/311450/PDF/311450.pdf","brochureDate":"25 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025569","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does South Shore Investment Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does South Shore Investment Services offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does South Shore Investment Services charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does South Shore Investment Services use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does South Shore Investment Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does South Shore Investment Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns South Shore Investment Services?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does South Shore Investment Services get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is South Shore Investment Services registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact South Shore Investment Services?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}