South Shore Investment Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fixed financial planning fees between $0 and $5,000, negotiable
1.00% annually
Main office
52 Accord Park Drive
Norwell MA 02061
Advisors at this office
3
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Colby H
Series 66, Series 63
Norwell, MA
South Shore Investment Services LLC
Colby Hesson is a financial advisor at South Shore Investment Services LLC with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including LPL Financial LLC and Fidelity Brokerage Services LLC. South Shore Investment Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $118 million in discretionary assets. The firm combines modern portfolio theory and technical analysis in its investment approach, offers ongoing discretionary management, and utilizes third-party investment managers under its oversight.
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.
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.
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