Coston, Mcisaac & Shea Financial Advisors

Overview

Coston, Mcisaac & Shea Financial Advisors is an SEC registered investment adviser based in Bar Harbor, ME, registered since 2015. It reports $467M in assets under management across 1,254 accounts, with 12 employees. It has 7 investment adviser representatives.

Reported AUM

$467M

Discretionary

100%

Accounts

1,254

Average account

$372K

Employees

12

Advisory reps

7

Registered since

2015

Jurisdictions

2

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Andrew Robert Shea President CRD 3228499
• Chester Gary Lloyd Secretary, Chief Compliance Officer CRD 4590727
• Nicholas Norman Shaw Chief Operating Officer CRD 7508921

1 more executive officer, with direct contact details

Advisory reps 3 of 7

• Chester Gary Lloyd Investment Adviser Rep CRD 4590727
• Michael James Marino Investment Adviser Rep CRD 8003814
• Matthew William Mceachern Investment Adviser Rep CRD 7684501

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

38 Rodick St # B
Bar Harbor, ME 04609

County

Hancock

Region

Northeast

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: costonshea.com

Every state, with registration dates

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