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Current Employers
Coston, Mcisaac & Shea Financial Advisors

38 Rodick Street-Suite B, Bar Harbor, ME 04609-1806 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2015-06-24
MA RA APPROVED 2015-06-24
  • ME RA
    APPROVED
    Since 2015-06-24
  • MA RA
    APPROVED
    Since 2015-06-24

Branch Locations

38 Rodick Street-Suite B, Bar Harbor, ME 04609-1806 • United States

Coston And Mcisaac Investment Advisers, Llc

38 Rodick Street-Suite A, Bar Harbor, ME 04609-1806 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2002-09-27
  • ME RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-05
  • S65 Uniform Investment Adviser Law Examination
    2000-10-05
Other Names
  • Mj Mcisaac
  • Maurice J Mcisaac
  • Maurice J Mcisaac
  • Maurice Joseph Mcisaac

View on SEC IAPD

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