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Taylor Goodwin Thomas

Investment adviser representative at South Shore Capital Advisors, LLC
20 yearsExperience
2 statesRegistered 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

20 years in the industry.

  1. South Shore Capital Advisors, LLCDec 2006 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law1995

State registrations

Registered as an investment adviser representative in 2 states (MA, TX).

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
2526806
Firm CRD
142915
Advisor's SEC record (opens in a new tab)
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