Chester
Lloyd

Coston, Mcisaac & Shea Financial Advisors

CRD#4590727
Investment Advisor
in Bar Harbor, ME

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About this Advisor

Chester Lloyd is a financial advisor based in Bar Harbor, Maine, working with Coston, Mcisaac & Shea Financial Advisors. Chester has previously held positions at Coston And Mcisaac Investment Advisers, LLC and Coston, Mcisaac, Partners, Inc. Chester has passed the Series 65 regulatory exam and is registered to provide services in Maine. Currently, Chester is part of Coston, Mcisaac & Shea Financial Advisors, which operates out of Bar Harbor, Maine. The firm has 10 employees and manages assets totaling $343.8 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Coston, Mcisaac & Shea Financial Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

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

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Coston, Mcisaac & Shea Financial Advisors Brokerage Details

Total Assets Under Management

$343,764,434

ME Average: $618,328,769
Total Number of Employees

10

ME Average: 10
Total Number of Accounts

1,445

ME Average: 975
Average Account Size

$237,899

ME Average: $634,183

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Chester Lloyd Work History

2015 - Present (9 years)

Coston,Mcisaac,Partners,Inc

2001 - Present (23 years)

Coston And Mcisaac Investment Advisers, LLC

Disclosures

Please visit the SEC profile of Chester Lloyd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Coston, Mcisaac & Shea Financial Advisors

Ryan Willette
Bar Harbor, ME
Matthew Mceachern
Bar Harbor, ME
Nicholas Shaw
Bar Harbor, ME
Ronald Wrobel
Bar Harbor, ME
Stephen Coston
Bar Harbor, ME
Chester Lloyd
Bar Harbor, ME
Andrew Shea
Bar Harbor, ME

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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