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Stephen A. Coston

COSTON, MCISAAC, AND PARTNERS INC.·BAR HARBOR, Maine
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38 RODICK STREET-SUITE B, BAR HARBOR, ME 04609-1806CRD# 6194945Firm CRD# 194515
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About

Stephen A. Coston 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.

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Focus Areas

Specialties
Investment Management
Client Types
Individuals
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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
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6194945
Firm CRD# 194515
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

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