Matthew William Mceachern

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2022 → 01/2023
  Coston, Mcisaac And Shea Fa
  Bar Harbor, ME
• 01/2013 → 11/2022
  Hmv, Llc
  Ellsworth, ME
• 12/2022 → Present
  Coston And Mcisaac Cps's
  Bar Harbor, ME

Other Businesses

Matthew is a staff Accountant part time at Coston, McIsaac and Shea CPA's. The address is 38 Rodick Street Bar Harbor, Maine 04609. Start date was December 15th 2022 and will work approximately 4650 hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-20