Maurice J. Mcisaac
Professional summary
Maurice Joseph Mcisaac, who also goes by Maurice J Mcisaac, Maurice Joseph Mcisaac Cpa, Mj Mcisaac, is a registered financial advisor currently at COSTON AND MCISAAC INVESTMENT ADVISERS, LLC located in Bar Harbor, Maine and COSTON, MCISAAC & SHEA FINANCIAL ADVISORS located in Bar Harbor, Maine.
Maurice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Maurice has worked at 3 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maurice Joseph Mcisaac's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 27, 2002 - Present
COSTON AND MCISAAC INVESTMENT ADVISERS, LLC
Office #1: 38 Rodick Street-suite A, Bar Harbor, ME 04609Office #2: 38 Rodick Street-suite B, Bar Harbor, ME 04609-1806June 24, 2015 - Present
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
Office #1: 38 Rodick Street-suite B, Bar Harbor, ME 04609-1806November 17, 1999 - December 31, 2000
PFS INVESTMENTS INC.
Primary Firm SEC Registration
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
CRD#: 194515 / SEC#: 801-96330
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/27/2002)
(6/24/2015)
Exams
Current Firm
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
CRD#: 194515 / SEC#: 801-96330
Contact information
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,254 |
| AUM (Assets Under Management) | $ 466,919,598 |
Red Flags
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