Patricia A. Pottle
Investment Adviser Representative at Coston, Mcisaac & SHEA Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patricia A. Pottle is an investment adviser representative with Coston, Mcisaac & SHEA Financial Advisors in Bar Harbor, ME, where they have been registered since 2015. They have worked in the securities industry since 2007. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Maine.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maine
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Coston AND Mcisaac Cpa'sJan 2007 – no end date reportedBar Harbor, ME
- Coston AND Mcisaac Investment Advisers, LLCJan 2007 – no end date reportedBar Harbor, ME
- Coston, Mcisaac AND Partners, Inc.Jun 2015 – no end date reportedBar Harbor, ME
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Coston, Mcisaac & SHEA Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.0125
- $0 - $250,0001.25%
- $250,000 - $500,0001.10%
- $500,000 - $1,000,0001.00%
- $1,000,000 - $3,000,0000.90%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Bar Harbor, ME
- SEC file number:
- 801-96330
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 21, 2026
View full firm profileOther advisors at Coston, Mcisaac & SHEA Financial Advisors
9 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patricia A. Pottle has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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