Penobscot Financial Advisors

Overview

Penobscot Financial Advisors is an SEC registered investment adviser based in Portland, ME, registered since 2017. It reports $545M in assets under management across 1,811 accounts, with 12 employees. It has 8 investment adviser representatives.

Reported AUM

$545M

Discretionary

100%

Accounts

1,811

Average account

$301K

Employees

12

Advisory reps

8

Registered since

2017

Jurisdictions

12

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Craig Arthur Joncas Chief Executive Officer, Chief Compliance Officer CRD 5630983
• James Edgar Bradley III Chief Executive Officer CRD 2853577

Advisory reps 3 of 8

• James Edgar Bradley III Investment Adviser Rep CRD 2853577
• Samuel David Chaplin Investment Adviser Rep CRD 7053342
• Yelshaday Teklu Gebreselassie Investment Adviser Rep CRD 8077542

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

Location

Headquarters

1 Monument Sq Ste 501
Portland, ME 04101

County

Cumberland

Metro area

Portland-South Portland, ME

Region

Northeast

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: anchor.fm/penobscotfa

Every state, with registration dates

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