Best Investors
Account
Sign in
Best Investors
Account
Sign in
Penobscot Financial Advisors CRD 286211
$545M regulatory AUM 28 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Monument Square Suite 501, Portland, ME 04101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-09-29 |
Branch Locations
One Monument Square Suite 501, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penobscot Financial Advisors | Portland | ME | 06/2023 | Present |
| Stone Coast Fund Services | Portland | ME | 06/2019 | 04/2023 |
| University Of Maine | Orono | ME | 06/2013 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-20 |
Reach out to this advisor