Paul Arnold Coston

Employer firm

Coston, Mcisaac & Shea Financial Advisors CRD 194515

$467M regulatory AUM 1,254 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• SELECTION OF ASSETS HELD AWAY FOR 401K

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1987 → Present
  Coston & Mcisaac, Cpa'S
  Bar Harbor, ME
• 03/2015 → Present
  Coston, Mcisaac , And Partners, Inc.
  Bar Harbor, ME
• 01/2001 → Present
  Coston And Mcisaac Investment Adviser, Llc
  Bar Harbor, ME

Other Businesses

STRAWBERRY HILL INC--MOTEL--SHAREHOLER/TREASURER. PAUL IS 1/2 OWNER OF THE BUSINESS AND SPEND 2 HOURS MONTHLY. I HAVE BEEN INVOLVED WITH THE COMPANY SINCE 1969.I CONSULT WITH FAMILY MEMBERS OVER THE DIRECTION OF THE FAMILY ASSETS. MR. COSTON CURRENTLY PROVIDES SERVICES AS A CERTIFIED PUBLIC ACCOUNTANT FOR COSTON & MCISAAC, CPA'S, AN ACCOUNTING FIRM BASED IN BAR HARBOR, MAINE. MR.COSTON PROVIDES ACCOUNTING THROUGH C&M CPA'S WHERE IS IS A 50% OWNER. WHEN HIS ACCOUNTING CLIENTS ARE INTERESTED IN HAVING ASSETS MANAGED BY A LICENSED INVESTMENT ADVISER, MR. COSTON MAY REFER THE CLIENTS TO COSTON AND MCISAAC INVESTMENT ADVISERS, LLC OR TO ONE OF THE FIRMS WITH WHICH COSTON AND MCISAAC INVESTMENT ADVISERS, LLC HAS A REFERRAL RELATIONSHIP. MR. COSTON RECEIVES COMPENSATION THROUGH INVESTMENT ADVISORY REFERRALS TO THE UNAFFILIATED ADVISERS THROUGH COSTON AND MCISAAC INVESTMENT ADVISERS, LLC. MR. COSTON IS ALSO AN INVESTMENT ADVISER AND SERVES AS A SHAREHOLDER AND VICE PRESIDENT OF COSTON, MCISAAC, AND PARTNERS INC. ALL THREE ENTITIES ARE AFFILIATES WITH CONTROLLING SHAREHOLDERS IN COMMON. COSTON MCISAAC AND PARTNERS, INC IS LOCATED AT 38 RODICK STREET SUITE B, BAR HARBOR MAINE 04609 IN A SEPERATE LOCATION THAN THAT OF COSTON AND MCISAAC INVESTMENT ADVISERS, LLC ALL THREE ENTITIES ARE LOCATED IN THE SAME BUILDING BUT ON DIFFERENT FLOORS IN BAR HARBOR, MAINE AND SHARE SOME FACILITIES AND PERSONNEL. MR. COSTON DEVOTES FULL TIME TO ALL THREE ENTITIES, ALLOCATING TIME AMONG THE ENTITIES AS THE NEEDS OF EACH BUSINESS REQUIRE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-12-30

Designations

• Certified Financial Planner

Other Names

• Paul Arnold Jr Coston