SouthShore Wealth Management is a local retirement planning and wealth advisory practice located on Rickenbacker Drive in the heart of Sun City Center, Florida. Founded by Wealth Manager Michael Vincent McCormick, the firm serves active-adult residents and retirees across Sun City Center, Kings Point, and southern Hillsborough County with customized retirement income strategies, portfolio management, longevity protection, and estate preservation.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SouthShore Wealth Management Official Website
Issuer: SEC / FINRA
Notes: Founder Michael Vincent McCormick (Individual CRD #2877879) holds Series 7, 63, and 65 licenses and provides fiduciary advisory services through Cetera Investment Advisers LLC.
Issuer: Securities and Exchange Commission (SEC)
Notes: Investment advisory services offered through Cetera Investment Advisers LLC (CRD #105644, SEC File #801-20406).
Factual details and direct answers about SouthShore Wealth Management's services, licensing, and credentials.
Who leads SouthShore Wealth Management in Sun City Center?
The practice is led by Founder and Wealth Manager Michael Vincent McCormick (CRD #2877879), a licensed Investment Adviser Representative serving the Sun City Center retirement community.
How are SouthShore Wealth Management's advisory services regulated?
Advisory services are provided through Cetera Investment Advisers LLC, an SEC-registered investment adviser (CRD #105644, SEC File #801-20406), with securities offered through Cetera Wealth Services, LLC.
Where is SouthShore Wealth Management located?
The office is golf-cart accessible at 1601 Rickenbacker Drive, Suite 1, in Sun City Center, Florida 33573, serving retirees in Sun City Center, Kings Point, Valencia Lakes, and Apollo Beach.
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