AdvisorOS Directory
Claim Profile
Unclaimed Profile
AS

Andrew Robert Shea

COSTON, MCISAAC, AND PARTNERS INC.·BAR HARBOR, Maine
Clean recordCOSTON, 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew Robert Shea is a registered financial advisor based in BAR HARBOR, Maine, affiliated with COSTON, MCISAAC, AND PARTNERS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
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 →

03

Firm Overview

Firm
COSTON, MCISAAC, AND PARTNERS INC.
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
AUM
$425M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at COSTON, MCISAAC, AND PARTNERS INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3228499
Firm CRD# 194515
View on FINRA BrokerCheck →

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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
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 (131)BANGOR (22)BRUNSWICK (17)FALMOUTH (6)SOUTH PORTLAND (5)WATERVILLE (3)NEW GLOUCESTER (3)FARMINGDALE (2)AUGUSTA (2)CAPE ELIZABETH (2)
City Guides
PORTLAND GuideBANGOR GuideBRUNSWICK GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
Request removal of this profile