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Paul Arnold Coston

Investment adviser representative at Coston, Mcisaac & Shea Financial Advisors
39 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$466.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

39 years in the industry.

  1. Coston, Mcisaac & Shea Financial AdvisorsAug 2015 to now
  2. Coston, Mcisaac , and Partners, Inc.Mar 2015 to now
  3. Coston and Mcisaac Investment Adviser, LLCJan 2001 to now
  4. Coston & Mcisaac, Cpa'sJul 1987 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999

State registrations

Registered as an investment adviser representative in 1 state (ME).

Coston, Mcisaac & Shea Financial Advisors

Legal name: Coston, Mcisaac, and Partners Inc.

$466.9MAssets managed
1,254Clients
10Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3132472
Firm CRD
194515
Advisor's SEC record (opens in a new tab)
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