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COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

BAR HARBOR, ME · CRD 194515 · IAPD ↗ · costonshea.com · 207-288-4747

$466.9MRegulatory AUM
11Advisory reps
12Employees
1254Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — COSTON, MCISAAC & SHEA FINANCIAL ADVISORS grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
December 2024 — COSTON, MCISAAC & SHEA FINANCIAL ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.