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COSTON, MCISAAC, AND PARTNERS INC.
COSTON, MCISAAC, AND PARTNERS INC.
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
BAR HARBOR, Maine
·
5 registered advisors
·
CRD# 194515
SEC# 801-96330
1
207-288-4747
01
Firm Overview
AUM
$425M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
04
Advisors at COSTON, MCISAAC, AND PARTNERS INC.
5 registered advisors
Andrew Robert Shea
BAR HARBOR, Maine
CRD# 3228499
Chester Gary Lloyd
BAR HARBOR, Maine
CRD# 4590727
Paul Arnold Coston
BAR HARBOR, Maine
CRD# 3132472
Paul Arnold Coston
BAR HARBOR, Maine
CRD# 54972
Stephen A. Coston
BAR HARBOR, Maine
CRD# 6194945
05
Office Locations
BAR HARBOR, Maine
5 advisors
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Data sourced from SEC Form ADV filings. COSTON, MCISAAC, AND PARTNERS INC. (CRD# 194515) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.