Unclaimed Profile

Stephen A. Coston

COSTON, MCISAAC, AND PARTNERS INC.·BAR HARBOR, Maine

Series 65Clean record12 years registeredCOSTON, MCISAAC, AND PARTNERS INC.

38 RODICK STREET-SUITE B, BAR HARBOR, ME 04609-1806CRD# 6194945Firm CRD# 194515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen A. Coston · BAR HARBOR, ME

Registration

CRD #6194945 · COSTON, MCISAAC, AND PARTNERS INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COSTON, MCISAAC, AND PARTNERS INC.

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

Jun 2015 – Feb 2025

BAR HARBOR, ME

COSTON AND MCISAAC INVESTMENT ADVISERS, LLC

Sep 2013 – Jan 2016

BAR HARBOR, ME

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 23, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COSTON, MCISAAC, AND PARTNERS INC.

CRD 194515 · SEC 801-96330

AUM

$425M

Regulatory assets under management

Employees

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

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Frequently Asked Questions

What services does Stephen A. Coston offer?

Stephen A. Coston specializes in Investment Management.

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, last registered with COSTON, MCISAAC, AND PARTNERS INC..

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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