Coston And Mcisaac Investment Advisers, LLC

Coston And Mcisaac Investment Advisers, LLC (CRD# 109730) is a financial advisory firm headquartered in Bar Harbor, ME. They manage $95,500,000 in 111 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $860,360
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, ME

Financial Advisors at Coston And Mcisaac Investment Advisers, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Maurice J. McIsaac
CRD#: 3132473
38 Rodick Street-suita A, Bar Harbor, ME 04609
93
Wealthminder
score

Maurice McIsaac (CRD# 3132473) is an Investment Advisor Representative working at Coston And Mcisaac Investment Advisers, LLC in Bar Harbor, ME and has over 16 years of experience in the finance industry.

2
Patricia A. Pottle
CRD#: 5253399
11 Everard Court Suite A, Bar Harbor, ME 04609
93
Wealthminder
score

Patricia Pottle (CRD# 5253399) is an Investment Advisor Representative working at Coston And Mcisaac Investment Advisers, LLC in Bar Harbor, ME and has over 9 years of experience in the finance industry.

3
Paul A. Coston
CRD#: 3132472
38 Rodick Street-suite A, Bar Harbor, ME 04609
76
Wealthminder
score

Paul Coston (CRD# 3132472) is an Investment Advisor Representative working at Coston And Mcisaac Investment Advisers, LLC in Bar Harbor, ME and has over 16 years of experience in the finance industry. Paul Coston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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