Best Investors
Account
Sign in
Best Investors
Account
Sign in
38 Rodick Street-Suite B, Bar Harbor, ME 04609-1806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2015-08-21 |
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 Ia | Bar Harbor | ME | 07/2009 | Present |
| Coston And Mcisaac Cpa'S | Bar Harbor | ME | 07/2009 | Present |
MR. WROBEL CURRENTLY PROVIDES SERVICES AS A CERTIFIED PUBLIC ACCOUNTANT FOR COSTON & MCISAAC, CPA'S, CHARTERED AN ACCOUNTING FIRM BASED IN BAR HARBOR, MAINE. THE SERVICES MR. WROBEL PROVIDES ACCOUNTING THROUGH C&M CPA'S. MR. WROBEL IS A 12.5% OWNER OF COSTON AND MCISAAC CPA'S WHEN HIS ACCOUNTING CLIENTS ARE INTERESTED IN HAVING ASSETS MANAGED BY A LICENSED INVESTMENT ADVISER, MR. WROBEL MAY REFER THE CLIENTS TO C&M ADVISERS OR TO ONE OF THE FIRMS WITH WHICH C&M ADVISERS HAS A REFERRAL RELATIONSHIP. ALL INVESTMENT ADVISORY SERVICES ARE PROVIDED BY MR. WROBEL THROUGH C&M ADVISERS. MR. WROBEL RECEIVES COMPENSATION FROM C&M ADVISERS BOTH FOR THE ADVISORY SERVICES HE PROVIDES DIRECTLY AND FOR THE REFERRALS HE MAKES TO THE UNAFFILIATED ADVISERS TO WHICH HE REFERS CLIENTS. MR. WROBEL RECEIVES COMPENSATION FROM C&M ADVISERS FOR ALL OTHER MARKETING SERVICES. HE DEVOTES HIS FULL TIME TO THE TWO ENTITIES AND ALLOCATES HIS TIME BETWEEN THE TWO BASED ON THE NEEDS OF HIS CLIENTS FROM TIME TO TIME. .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-28 |
Reach out to this advisor