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Chester Gary Lloyd

COSTON, MCISAAC, AND PARTNERS INC.·BAR HARBOR, Maine
Series 65Clean record23 years registeredCOSTON, 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. · 23 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 8, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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
Introduction

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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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