Andrew Robert Shea

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

• 04/1999 → Present
  Signator Investors, Inc.
  Boston, MA
• 07/2015 → Present
  Coston, Mcisaac And Partners, Inc.
  Bar Harbor, ME

Previous Registrations

• 2002-11-15 → 2015-08-04
  Signator Investors, Inc.
  Sudbury, MA
  Andovr, MA
  Bar Harbor, ME

Other Businesses

HEALTH & GROUP INSURANCE. INSURANCE BROKER-HEALTH & GROUP,INSURANCE BROKERAGE, 38 RODICK STREET-SUITE B, BAR HARBOR ME, AGENT, START DATE-5/28/09, APROX 1HR MONTHLY..... MEMBER OF ENDOWMENT COMMITTEE- HOSPITAL , MT DESERT ISLAND HOSPITAL, WAYMAN LANE, BAR HARBOR, ME 04609 , START OF RELATIONSHIP: JAN 1, 2006 APPROXIMATE # OF HOURS PER MONTH: 1 APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 1 ..... VOLUNTEER ON LOCAL FINANCE ENDOWMENT COMMITTEE , MT DESERT STREET, BAR HARBOR, ME 04609, MEMBER OF THE ENDOWMENT COMMITTEE , START OF RELATIONSHIP: JAN 1, 2006, APPROXIMATE # OF HOURS PER MONTH: 1.....

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-20
• S63 Uniform Securities Agent State Law Examination
  1999-07-22

Designations

• Certified Financial Planner

Other Names

• Andrew Robert Shea