Coston, Mcisaac & Shea Financial Advisors

Coston, Mcisaac & Shea Financial Advisors (CRD# 194515) is a financial advisory firm headquartered in Bar Harbor, ME. They manage $63,714,462 in 709 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    709
    ACCOUNTS
  • Average Account Value
    $89,865
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)
  • Other
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.

MA, ME

Financial Advisors at Coston, Mcisaac & Shea Financial Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Chester G. Lloyd
CRD#: 4590727
38 Rodick Street-suite B, Bar Harbor, ME 04609
93
Wealthminder
score

Chester Lloyd (CRD# 4590727) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 16 years of experience in the finance industry.

2
Ronald J. Wrobel
CRD#: 5707251
38 Rodick Street-suite B, Bar Harbor, ME 04609
93
Wealthminder
score

Ronald Wrobel (CRD# 5707251) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 7 years of experience in the finance industry.

3
Stephen A. Coston
CRD#: 6194945
38 Rodick Street-suite B, Bar Harbor, ME 04609
89
Wealthminder
score

Stephen Coston (CRD# 6194945) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 3 years of experience in the finance industry.

4
Andrew R. Shea
CRD#: 3228499
38 Rodick Street-suite B, Bar Harbor, ME 04609
86
Wealthminder
score

Andrew Shea (CRD# 3228499) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 17 years of experience in the finance industry. Andrew Shea 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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