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38 Rodick Street-Suite B, Bar Harbor, ME 04609-1806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2015-06-24 |
Branch Locations
38 Rodick Street-Suite B, Bar Harbor, ME 04609-1806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coston And Mcisaac Investment Advisers, Llc | Bar Harbor | ME | 01/2001 | Present |
| Coston,Mcisaac,Partners,Inc. | Bar Harbor | ME | 03/2015 | Present |
MR. LLOYD ALSO SERVES AS A SHAREHOLDER AND SECRETARY OF COSTON,MCISAAC,AND PARTNERS,INC.("C&M PARTNERS"). BOTH ENTITIES ARE AFFILIATED WITH CONTROLLING SHAREHOLDERS IN COMMON. BOTH ENTITIES ARE LOCATED IN THE SAME BUILDING IN BAR HARBOR, MAINE AND SHARE SOME FACILITIES AND PERSONNEL. MR.LLOYD DEVOTES FULL TIME TO BOTH ENTITIES, ALLOCATING TIME AMOUNG THE ENTITIES AS THE NEEDS OF EACH BUSINESS REQUIRE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-07 |
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