Investment adviser representative · Coston And McIsaac Investment Advisers, LLC
Patricia A. Pottle
CRD 5253399 · Bar Harbor, ME
At a glance
Patricia A. Pottle is an investment adviser representative with Coston And McIsaac Investment Advisers, LLC in Bar Harbor, ME, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Patricia’s SEC record dates to 2007, about 19 years ago.
Current advisory firms
- Coston And McIsaac Investment Advisers, LLCSince January 2007Bar Harbor, ME · State-registered or not in the SEC’s list
- Coston, McIsaac & Shea Financial AdvisorsSince August 2015Bar Harbor, ME · $467M in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Patricia’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.