Ronald Wrobel (CRD# 5707251) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 14 years of experience in the finance industry.
CRD# 4749839
Principal Securities, Inc.
CRD# 3203255
Commonwealth Financial Network
CRD# 3132472
Coston And Mcisaac Investment Advisers, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coston And Mcisaac Ia | Bar Harbor, ME | Jul 2009 - Current | 14 |
| Coston And Mcisaac Cpa's | Bar Harbor, ME | Jul 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
- ME
-
Total Assets Under Management344MILLIONS
-
Total Number of Accounts1,445ACCOUNTS
-
Average Account Value$237,899
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
MA, ME
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