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Chester Gary Lloyd

COSTON, MCISAAC, AND PARTNERS INC.·BAR HARBOR, Maine
Clean recordCOSTON, MCISAAC, AND PARTNERS INC.
38 RODICK STREET-SUITE B, BAR HARBOR, ME 04609-1806CRD# 4590727Firm CRD# 194515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chester Gary Lloyd · BAR HARBOR, ME
Registration
CRD #4590727 · COSTON, MCISAAC, AND PARTNERS INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Chester Gary Lloyd 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

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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
Services
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4590727
Firm CRD# 194515
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chester Gary Lloyd offer?
Chester Gary Lloyd specializes in Investment Management. Contact their office in BAR HARBOR, Maine for a consultation.
What are Chester Gary Lloyd's credentials?
Chester Gary Lloyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chester Gary Lloyd located?
Chester Gary Lloyd 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 Chester Gary Lloyd charge for services?
Chester Gary Lloyd'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.
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