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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 |
| MA | RA | APPROVED | 2015-06-24 |
Branch Locations
38 Rodick Street-Suite B, Bar Harbor, ME 04609-1806 • United States
38 Rodick Street-Suite A, Bar Harbor, ME 04609-1806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2002-09-27 |
Branch Locations
38 Rodick Street-Suita A, Bar Harbor, ME 04609 • United States
38 Rodick Street-Suite B, Bar Harbor, ME 04609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coston & Mcisaac, Cpa'S | Bar Harbor | ME | 05/1987 | Present |
| Coston, Mcisaac, And Partners, Inc. | Bar Harbor | ME | 03/2015 | Present |
| Coston And Mcisaac Investment Advisers, Llc | Bar Harbor | ME | 01/2001 | Present |
MR. MCISAAC CURRENTLY PROVIDES SERVICES AS A CONSULTANT FOR COSTON & MCISAAC, CPA'S, AN ACCOUNTING FIRM BASED IN BAR HARBOR, MAINE. WHEN HIS CONSULTING CLIENTS ARE INTERESTED IN HAVING ASSETS MANAGED BY A LICENSED INVESTMENT ADVISER, MR. MCISAAC MAY REFER THE CLIENTS TO COSTON AND MCISAAC INVESTMENT ADVISERS, LLCS OR TO ONE OF THE FIRMS WITH WHICH COSTON AND MCISAAC INVESTMENT ADVISERS, LLCS HAS A REFERRAL RELATIONSHIP. MR. MCISAAC RECEIVES COMPENSATION FROM COSTON AND MCISAAC INVESTMENT ADVISERS, LLC FOR THE REFERRALS HE MAKES TO THE UNAFFILIATED ADVISERS TO WHICH HE REFERS CLIENTS. MR. MCISAAC ALSO SERVES AS AN INVESTMENT ADVISER OF COSTON, MCISAAC AND PARTNERS,INC. A SEPERATE AND Distinct COMPANY LOCATED IN BAR HARBOR MAINE. C&M ADVISERS IS LOCATED AT 38 RODICK STREET, SUITE A BAR HARBOR MAINE 04609 AND COSTON, MCISAAC AND PARTNERS, INC IS LOCATED AT 38 RODICK STREET, SUITE B, BAR HARBOR, MAINE 04609. ALL THREE ENTITIES ARE LOCATED IN THE SAME BUILDING IN BAR HARBOR,MAINE AND SHARE SOME FACILITIES AND PERSONNEL. MR. MCISAAC DEVOTES THE REQUIRED TIME TO ALL THREE ENTITIES, ALLOCATING TIME AMONG THE ENTITIES AS THE NEEDS OF EACH BUSINESS REQUIRE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-05 |
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