Patricia A. Pottle

Current Employers

Employment History

• 01/2007 → Present
  Coston And Mcisaac Cpa'S
  Bar Harbor, ME
• 01/2007 → Present
  Coston And Mcisaac Investment Advisers, Llc
  Bar Harbor, ME
• 06/2015 → Present
  Coston, Mcisaac And Partners, Inc.
  Bar Harbor, ME

Other Businesses

MS. POTTLE CURRENTLY PROVIDES SERVICES AS A CERTIFIED PUBLIC ACCOUNTANT FOR COSTON & MCISAAC, CPA'S, AN ACCOUNTING FIRM BASED IN BAR HARBOR, MAINE WHERE SHE IS A 12.5 % OWNER. WHEN HER ACCOUNTING CLIENTS ARE INTERESTED IN HAVING ASSETS MANAGED BY A LICENSED INVESTMENT ADVISER, MS. POTTLE MAY REFER THE CLIENTS TO COSTON AND MCISAAC INVESTMENT ADVISERS, LLC WITH WHICH COSTON AND MCISAAC INVESTMENT ADVISERS, LLC HAS A REFERRAL RELATIONSHIP.COSTON AND MCISAAC INVESTMENT ADVISERS, LLC IS LOCATED AT 38 RODICK STREET, SUITE A BAR HARBOR MAINE 04609 MS. POTTLE RECEIVES COMPENSATION FROM COSTON AND MCISAAC INVESTMENT ADVISERS, LLC FOR THE REFERRAL TO THE UNAFFILIATED ADVISERS TO WHICH SHE REFERS. MS. POTTLE IS ALSO EMPLOYEE OF COSTON, MCISAAC, AND PARTNERS, INC A SEPARATE AND DISTINCT INVESTMENT COMPANY LOCATED AT 38 RODICK STREET, SUITE B BAR HARBOR, MAINE 04609. SHE DEVOTES HER FULL TIME TO THE THREE ENTITIES AND ALLOCATES HER TIME BETWEEN THE TWO BASED ON THE NEEDS OF HER CLIENTS FROM TIME TO TIME. .

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-02

Other Names

• Patricia A. Pottle
• Tricia A. Pottle