Coston, Mcisaac & Shea Financial Advisors

Coston, Mcisaac & Shea Financial Advisors (CRD# 194515) is a financial advisory firm headquartered in Bar Harbor, ME. They manage $343,764,434 in 1,445 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    344
    MILLION
  • Total Number of Accounts
    1,445
    ACCOUNTS
  • Average Account Value
    $237,899
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, ME

Financial Advisors at Coston, Mcisaac & Shea Financial Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Stephen A. Coston
CRD#: 6194945
38 Rodick Street-suite B, Bar Harbor, ME 04609

Stephen Coston (CRD# 6194945) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 10 years of experience in the finance industry.

2
Chester G. Lloyd
CRD#: 4590727
38 Rodick Street-suite B, Bar Harbor, ME 04609

Chester Lloyd (CRD# 4590727) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 23 years of experience in the finance industry.

3
Andrew R. Shea
CRD#: 3228499
38 Rodick Street-suite B, Bar Harbor, ME 04609

Andrew Shea (CRD# 3228499) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 24 years of experience in the finance industry.

4
Ryan P. Willette
CRD#: 5056955
38 Rodick Street-suite B, Bar Harbor, ME 04609

Ryan Willette (CRD# 5056955) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 18 years of experience in the finance industry.

5
Ronald J. Wrobel
CRD#: 5707251
38 Rodick Street-suite B, Bar Harbor, ME 04609

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.

6
Matthew W. McEachern
CRD#: 7684501
38 Rodick Street-suite B, Bar Harbor, ME 04609

Matthew McEachern (CRD# 7684501) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has 1 year of experience in the finance industry.

7
Nicholas N. Shaw
CRD#: 7508921
38 Rodick Street-suite B, Bar Harbor, ME 04609

Nicholas Shaw (CRD# 7508921) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has 1 year of experience in the finance industry.

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