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Lucie Elizabeth Estabrook

Birchbrook

Bangor, ME

CRD 5867388

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Employer firm

Birchbrook CRD 105164

$296M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Birchbrook

82 Columbia St, Bangor, ME 04401 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-24
MA RA APPROVED 2013-01-15
ME RA APPROVED 2011-02-09
TX RA APPROVED 2011-02-01
  • FL RA
    APPROVED
    Since 2025-12-24
  • MA RA
    APPROVED
    Since 2013-01-15
  • ME RA
    APPROVED
    Since 2011-02-09
  • TX RA
    APPROVED
    Since 2011-02-01

Branch Locations

82 Columbia St, Bangor, ME 04401 • 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
Deighan Wealth Advisors Bangor ME 11/2010 Present
  • 11/2010 → Present
    Deighan Wealth Advisors
    Bangor, ME
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-31
  • S65 Uniform Investment Adviser Law Examination
    2011-01-31

View on SEC IAPD

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Nearby Investors

AUDREY M WOOD
PETER THOMAS BUZZINI
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Nearby Offices

UBS FINANCIAL SERVICES INC. · BANGOR, ME
UBS FINANCIAL SERVICES INC. · BANGOR, ME
AMERIPRISE FINANCIAL SERVICES, LLC · Bangor, ME

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