Patricia Pottle has been an investment adviser representative at Coston, McIsaac, and Partners since August 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.
Patricia Pottle’s longest registration is the current one, 19 years at Coston and McIsaac Investment Advisers, LLC since 2007.
- – present · 11 yearsBar Harbor, ME · Adviser representative · Firm CRD 194515
- Coston and McIsaac Investment Advisers, LLCAlso current– present · 19 yearsAdviser representative · Firm CRD 109730
Investment adviser representative registrations
Patricia Pottle is registered as an investment adviser representative in Maine, since January 2007.
- MaineSince 31 January 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 January 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patricia A. Pottle
- CRD
- 5253399
- 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
- January 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Patricia Pottle work?
Patricia Pottle is an investment adviser representative registered through Coston, McIsaac, and Partners Inc. since August 2015, and is not listed among the firm’s executive officers or direct owners.
Is Patricia Pottle a financial advisor?
Yes. Patricia Pottle has a current investment-adviser registration in Maine, through Coston, McIsaac, and Partners since August 2015.
How many years of experience does Patricia Pottle have?
Patricia Pottle has 19 years in the financial industry, since January 2007, across 2 adviser firms.
What exams has Patricia Pottle passed?
Patricia Pottle passed the Series 65 in January 2007.
Where is Patricia Pottle based?
Patricia Pottle’s registered office is in Bar Harbor, ME.
Is Patricia Pottle registered with FINRA?
No. Patricia Pottle has no current broker registration.
How can I verify Patricia Pottle’s record?
Search CRD 5253399 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patricia Pottle’s full registration record.