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Nicholas Norman Shaw

Coston, Mcisaac & Shea Financial Advisors

Bar Harbor, ME

CRD 7508921

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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:

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 2022-06-02
  • ME RA
    APPROVED
    Since 2022-06-02

Branch Locations

38 Rodick Street-Suite B, Bar Harbor, ME 04609-1806 • 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 And Shea Fa Bar Harbor ME 01/2022 Present
Nexcelom Bioscience Lawrence MA 06/2016 01/2022
  • 01/2022 → Present
    Coston, Mcisaac And Shea Fa
    Bar Harbor, ME
  • 06/2016 → 01/2022
    Nexcelom Bioscience
    Lawrence, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-13
  • S65 Uniform Investment Adviser Law Examination
    2022-05-13

View on SEC IAPD

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