Colby Hesson
Investment adviser representative at South Shore Investment Services LLC
17 yearsExperience
1 stateRegistered in
$117.9MFirm assets
Under 1 yearFirm in business
Are you Colby Hesson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- South Shore Investment Services LLCAug 2026 to now
- LPL Financial LLCSep 2022 to Aug 2026
- Citizens BankNov 2021 to Sep 2022
- Fidelity Brokerage Services LLCOct 2019 to Nov 2021
- Dst/ Ss&cJun 2019 to Oct 2019
- Social MediaApr 2019 to Oct 2019
- University of AlabamaAug 2018 to May 2019
- State StreetJun 2018 to Aug 2018
- Bolvin Wealth ManagmentJan 2018 to Mar 2018
- Mass State LotteryJun 2017 to Aug 2017
- University of New HampshireAug 2015 to Dec 2017
- Hort ConstructionOct 2009 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
South Shore Investment Services LLC
$117.9MAssets managed
570Clients
3Advisers
Under 1 yearIn 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
- 6899286
- Firm CRD
- 311450