Chester G. Lloyd

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

BAR HARBOR, ME 04609-1806

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CRD#: 4590727

Professional summary

Chester Gary Lloyd, who also goes by Chester G. Lloyd, is a registered financial advisor currently at COSTON, MCISAAC & SHEA FINANCIAL ADVISORS located in Bar Harbor, Maine.

Chester is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Chester has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chester G. Lloyd

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MR. LLOYD ALSO SERVES AS A SHAREHOLDER AND SECRETARY OF COSTON,MCISAAC,AND PARTNERS,INC.("C&M PARTNERS"). BOTH ENTITIES ARE AFFILIATED WITH CONTROLLING SHAREHOLDERS IN COMMON. BOTH ENTITIES ARE LOCATED IN THE SAME BUILDING IN BAR HARBOR, MAINE AND SHARE SOME FACILITIES AND PERSONNEL. MR.LLOYD DEVOTES FULL TIME TO BOTH ENTITIES, ALLOCATING TIME AMOUNG THE ENTITIES AS THE NEEDS OF EACH BUSINESS REQUIRE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chester Gary Lloyd's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 24, 2015 - Present

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

Office #1: 38 Rodick Street-suite B, Bar Harbor, ME 04609-1806

RIA

CRD#: 194515

BAR HARBOR, ME

Past

January 8, 2003 - January 22, 2016

COSTON AND MCISAAC INVESTMENT ADVISERS, LLC

RIA

CRD#: 109730

BAR HARBOR, ME

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS | COSTON, MCISAAC, AND PARTNERS INC.

CRD#: 194515 / SEC#: 801-96330

RIA

Registered Investment Advisory firm - (5/26/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maine
(6/24/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/7/2000

Uniform Investment Adviser Law Examination

Current Firm

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS | COSTON, MCISAAC, AND PARTNERS INC.

CRD#: 194515 / SEC#: 801-96330

RIA

Registered Investment Advisory firm - (5/26/2015 Approved)

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Contact information

Main Address

38 Rodick Street-suite B, Bar Harbor, ME 04609-1806

Mailing Address

Phone number

(207) 288-4747

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JUNE 18, 2025 BROCHURE (6/23/2025)

Regulatory assets under management

Total Number of Accounts	1,513
AUM (Assets Under Management)	$ 405,676,340

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Chester G. Lloyd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chester Gary Lloyd's CRS (Customer Relationship Summary).

Certified licenses

Experience

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

COSTON AND MCISAAC INVESTMENT ADVISERS, LLC

Primary Firm SEC Registration

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/2000

Current Firm

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

TRUST BUT VERIFY

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