Maurice McIsaac has been an investment adviser representative at Coston, McIsaac, and Partners since June 2015, 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.
Maurice McIsaac’s longest registration is the current one, 24 years at Coston and McIsaac Investment Advisers, LLC since 2002.
- – present · 11 yearsBar Harbor, ME · Adviser representative · Firm CRD 194515
- Coston and McIsaac Investment Advisers, LLCAlso current– present · 24 yearsAdviser representative · Firm CRD 109730
Investment adviser representative registrations
Maurice McIsaac is registered as an investment adviser representative in 2 states. The first approvals date from September 2002; the most recent is Massachusetts, in June 2015.
- MaineSince 27 September 2002
- MassachusettsSince 24 June 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 October 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 November 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Maurice Joseph McIsaac
- CRD
- 3132473
- 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
- September 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Maurice McIsaac work?
Maurice McIsaac is an investment adviser representative registered through Coston, McIsaac, and Partners Inc. since June 2015, and is not listed among the firm’s executive officers or direct owners.
Is Maurice McIsaac a financial advisor?
Yes. Maurice McIsaac has a current investment-adviser registration in Maine and Massachusetts, through Coston, McIsaac, and Partners since June 2015.
How many years of experience does Maurice McIsaac have?
Maurice McIsaac has 24 years in the financial industry, since September 2002, across 2 adviser firms.
What exams has Maurice McIsaac passed?
Maurice McIsaac has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in November 1999.
Where is Maurice McIsaac based?
Maurice McIsaac’s registered office is in Bar Harbor, ME.
Is Maurice McIsaac registered with FINRA?
No. Maurice McIsaac has no current broker registration.
How can I verify Maurice McIsaac’s record?
Search CRD 3132473 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Maurice McIsaac’s full registration record.