Michael James Marino
Investment adviser representative at Coston, Mcisaac & Shea Financial Advisors
15 yearsExperience
1 stateRegistered in
$466.9MFirm assets
11 yearsFirm in business
Are you Michael James Marino? Claim your profile
Contact this firm
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
15 years in the industry.
- Coston, Mcisaac & Shea Financial AdvisorsSep 2025 to now
- Coston and Mcisaac CpaJan 2023 to now
- M&m Consulting LLCJan 2011 to Jan 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8003814
- Firm CRD
- 194515