Andrew Shea has been President of Coston, McIsaac, and Partners since July 2015, is a control person of the firm and directly owns between 50% and 75% of it.
Coston, McIsaac, and Partners Inc. is a Bar Harbor, ME firm with $467M under management, 1,254 clients and 11 advisers across 2 offices, as of its May 2026 filing.
Andrew Shea’s longest registration was 12 years at Signator Investors, Inc. (2002–2015). Before joining Coston, McIsaac, and Partners in 2015, Andrew Shea was registered through Signator Investors, Inc.
- – present · 11 yearsBar Harbor, ME · Adviser representative · Firm CRD 194515
- Signator Investors, Inc.– · 12 yearsSudbury, MA · Adviser representative · Firm CRD 468
Investment adviser representative registrations
Andrew Shea is registered as an investment adviser representative in 2 states. Each was approved in August 2015.
- MaineSince 21 August 2015
- MassachusettsSince 21 August 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 16 February 2006 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 September 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 July 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 July 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Andrew Robert Shea
- CRD
- 3228499
- Firm
- Coston, McIsaac, and Partners · CRD 194515
- Role
- President
- Office
- 38 RODICK STREET-SUITE B, Bar Harbor, ME 04609-1806
- Registration
- Investment adviser registration
- In the industry since
- November 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Shea work?
Andrew Shea has been President of Coston, McIsaac, and Partners Inc. since July 2015, and is a control person of the firm.
Is Andrew Shea a financial advisor?
Yes. Andrew Shea has a current investment-adviser registration in Maine and Massachusetts, through Coston, McIsaac, and Partners since August 2015.
How many years of experience does Andrew Shea have?
Andrew Shea has 23 years in the financial industry, since November 2002, across 2 adviser firms.
What exams has Andrew Shea passed?
Andrew Shea has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in July 1999. FINRA credited Andrew Shea with the SIE, which began in October 2018.
Where did Andrew Shea work before Coston, McIsaac, and Partners?
Before Coston, McIsaac, and Partners, Andrew Shea was registered through Signator Investors, Inc., November 2002 to August 2015.
Where is Andrew Shea based?
Andrew Shea’s registered office is in Bar Harbor, ME.
Is Andrew Shea registered with FINRA?
No. Andrew Shea has no current broker registration.
How can I verify Andrew Shea’s record?
Search CRD 3228499 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Shea’s full registration record.