Bryan J. Galligan

SOUTH SHORE INVESTMENT SERVICES

Norwell, MA 02061

CRD#: 6433547

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Professional summary

Bryan Joseph Galligan is a registered financial advisor currently at SOUTH SHORE INVESTMENT SERVICES LLC located in Norwell, Massachusetts.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bryan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Bryan Joseph Galligan'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

February 4, 2021 - Present

SOUTH SHORE INVESTMENT SERVICES LLC

Office #1: 52 Accord Park Drive, Norwell, MA 02061

RIA

CRD#: 311450

Norwell, MA

Past

August 6, 2019 - March 25, 2021

CAPITAL ANALYSTS

RIA

CRD#: 162200

Braintree, MA

Past

July 26, 2019 - March 25, 2021

LINCOLN INVESTMENT

RIA

CRD#: 519

Braintree, 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

Florida
(5/22/2025)

IAR

Massachusetts
(2/4/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/6/2019

Uniform Investment Adviser Law Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	539
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.

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Bryan J. Galligan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Joseph Galligan's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUTH SHORE INVESTMENT SERVICES LLC

CAPITAL ANALYSTS

LINCOLN INVESTMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/2019

Current Firm

SOUTH SHORE INVESTMENT SERVICES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOUTH SHORE INVESTMENT SERVICES LLC

TRUST BUT VERIFY

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