Caitlin Staunton Appleton
Investment adviser representative at South Shore Capital Advisors, LLC
18 yearsExperience
1 stateRegistered in
$272.8MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- South Shore Capital Advisors, LLCMay 2018 to now
- UnemployedMay 2008 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MA).
South Shore Capital Advisors, LLC
$272.8MAssets managed
96Clients
3Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2291235
- Firm CRD
- 142915