Matthew McEachern has been an investment adviser representative at Coston, McIsaac, and Partners since October 2023, and is not listed among the firm’s executive officers or direct owners.
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.
- – present · 3 yearsBar Harbor, ME · Adviser representative · Firm CRD 194515
Investment adviser representative registrations
Matthew McEachern is registered as an investment adviser representative in Maine, since October 2023.
- MaineSince 19 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 September 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew William McEachern
- CRD
- 7684501
- Firm
- Coston, McIsaac, and Partners · CRD 194515
- Office
- 38 RODICK STREET-SUITE B, Bar Harbor, ME 04609-1806
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew McEachern work?
Matthew McEachern is an investment adviser representative registered through Coston, McIsaac, and Partners Inc. since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Matthew McEachern a financial advisor?
Yes. Matthew McEachern has a current investment-adviser registration in Maine, through Coston, McIsaac, and Partners since October 2023.
How many years of experience does Matthew McEachern have?
Matthew McEachern has 3 years in the financial industry, since October 2023, across 1 adviser firm.
What exams has Matthew McEachern passed?
Matthew McEachern passed the Series 65 in September 2023.
Where is Matthew McEachern based?
Matthew McEachern’s registered office is in Bar Harbor, ME.
Is Matthew McEachern registered with FINRA?
No. Matthew McEachern has no current broker registration.
How can I verify Matthew McEachern’s record?
Search CRD 7684501 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew McEachern’s full registration record.