AdvisorOS Directory
Claim Profile
Unclaimed Profile
AS

Andrew Robert Shea

COSTON, MCISAAC, AND PARTNERS INC.·BAR HARBOR, Maine
SIE, Series 6, Series 7, Series 63, Series 65CFP23 years registeredCOSTON, MCISAAC, AND PARTNERS INC.
38 RODICK STREET-SUITE B, BAR HARBOR, ME 04609-1806CRD# 3228499Firm CRD# 194515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Robert Shea · BAR HARBOR, ME
Registration
CRD #3228499 · COSTON, MCISAAC, AND PARTNERS INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
Aug 2015 – present
SIGNATOR INVESTORS, INC.
Nov 2002 – Aug 2015
SUDBURY, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · November 15, 2002
Years registered · 23
Professional designation · CFP
03

Disclosure History

2009Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
COSTON, MCISAAC, AND PARTNERS INC.
CRD 194515 · SEC 801-96330
AUM
$425M
Regulatory assets under management
Employees
11
1,533 client accounts
Services offered by COSTON, MCISAAC, AND PARTNERS INC.
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at COSTON, MCISAAC, AND PARTNERS INC. →
Introduction

Speak with Andrew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BAR HARBOR?

Browse all registered financial advisors in BAR HARBOR, Maine or claim this profile if it's yours.

Browse BAR HARBOR AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Andrew Robert Shea offer?
Andrew Robert Shea specializes in Investment Management. Contact their office in BAR HARBOR, Maine for a consultation.
What are Andrew Robert Shea's credentials?
Andrew Robert Shea holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Andrew Robert Shea located?
Andrew Robert Shea is based in BAR HARBOR, Maine, working with COSTON, MCISAAC, AND PARTNERS INC.. Their office serves clients in the BAR HARBOR metropolitan area and surrounding communities.
How does Andrew Robert Shea charge for services?
Andrew Robert Shea's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COSTON, MCISAAC, AND PARTNERS INC.?
COSTON, MCISAAC, AND PARTNERS INC. has approximately 11 employees and manages $425M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at COSTON, MCISAAC, AND PARTNERS INC.

Chester Gary Lloyd
BAR HARBOR, ME
Paul Arnold Coston
BAR HARBOR, ME
Stephen A. Coston
BAR HARBOR, ME

More Advisors in BAR HARBOR, Maine

Maurice Joseph Mcisaac
COSTON AND MCISAAC INVESTMENT ADVISERS, LLC·BAR HARBOR, ME

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maine
PORTLAND (79)BANGOR (18)FALMOUTH (6)SOUTH PORTLAND (5)BRUNSWICK (5)WATERVILLE (3)CAPE ELIZABETH (2)ELLSWORTH (2)AUGUSTA (2)BREWER (2)
City Guides
PORTLAND GuideBANGOR GuideFALMOUTH GuideSOUTH PORTLAND GuideBRUNSWICK Guide
Research
Advisor Fees in MaineNational Fee Analysis
Request removal of this profile