Patricia A. Pottle
Investment adviser representative at Coston, Mcisaac & Shea Financial Advisors
19 yearsExperience
1 stateRegistered in
$466.9MFirm assets
11 yearsFirm in business
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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
19 years in the industry.
- Coston, Mcisaac & Shea Financial AdvisorsAug 2015 to now
- Coston, Mcisaac and Partners, Inc.Jun 2015 to now
- Coston and Mcisaac Cpa'sJan 2007 to now
- Coston and Mcisaac Investment Advisers, LLCJan 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
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
- 5253399
- Firm CRD
- 194515