Penobscot Financial Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 286211
- SEC number
- 801-108988
- Firm type
- RIA
- Assets under management
- $544.5M as of Apr 27, 2026
- Website
- www.facebook.com/PENOBSCOTFINANCIALADVISORS ↗
- Phone
- (207) 990-1901
- Address
- One Monument Square, Portland, ME, 04101
Advisors at this firm
8 in our index · page 1 of 1
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James Edgar BradleyCRD 2853577 · Bangor, MEIA RegisteredRegistration inactive
-
Samuel David ChaplinCRD 7053342 · Portland, MEIA Registered
-
Yelshaday Teklu GebreselassieCRD 8077542 · Portland, MEIA Registered
-
Nathan Chase HubbardCRD 7036689 · Portland, MEIA RegisteredRegistration inactive
-
Tyler James HaffordCRD 6775738 · Bangor, MEIA RegisteredRegistration inactive
-
Craig Arthur JoncasCRD 5630983 · Portland, MEIA RegisteredRegistration inactive
-
Elizabeth Sandra MckayCRD 6789407 · Portland, MEIA Registered
-
Rebecca Marie Angelica SchumanCRD 7791869 · Portland, MEIA Registered
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 286211 ↗
FINRA BrokerCheck record for firm CRD 286211 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.