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JS

Joshua E. Singer

SOUTH SHORE INVESTMENT SERVICES LLC
NORWELL, MA 02061
Some features on this profile are disabled
CRD#: 6335800
JS

Professional summary

Joshua Edward Singer, who also goes by Joshua E Singer, is a registered financial advisor currently at SOUTH SHORE INVESTMENT SERVICES LLC located in Norwell, Massachusetts.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Joshua has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joshua E Singer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Edward Singer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 27, 2026 - Present

SOUTH SHORE INVESTMENT SERVICES LLC

Office #1: 52 Accord Park Drive 2nd Floor, Norwell, MA 02061
RIA
CRD#: 311450
NORWELL, MA
Past

August 8, 2014 - January 16, 2026

EDWARD JONES

RIA
CRD#: 250
Marshfield, MA
Past

July 15, 2014 - January 16, 2026

EDWARD JONES

BD
CRD#: 250
Marshfield, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(1/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/15/2014
General Securities Representative Examination

Current Firm

SS
SOUTH SHORE INVESTMENT SERVICES LLC
SOUTH SHORE INVESTMENT SERVICES LLC

CRD#: 311450 / SEC#:

Florida
Registered Investment Advisory firm - (5/22/2025 Approved)
Massachusetts
Registered Investment Advisory firm - (2/4/2021 Approved)
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Contact information

Main Address
52 Accord Park Drive 2nd Floor, Norwell, MA 02061
Mailing Address
Phone number
(781) 887-8978
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts539
AUM (Assets Under Management)$ 57,467,625

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SOUTH SHORE INVESTMENT SERVICES LLC

CRD#: 311450Norwell, MA 02061

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