KM
KM

Kevin Mcintosh

24 Years of Experience
New York, NY
Broker

Kevin Mcintosh is a registered investment advisor, based in New York, NY, with 24 years of industry experience.

Location

400 Park Avenue, 10th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin owns investment property and collects rent since 2017. He is also a limited partner in WeiMac, LLC, a Hotworx fitness franchise, dedicating minimal time to providing input on business decisions.

Employment History
Current Registrations
Cnr Securities, LLC
January 2016 - Present · 10 yrs 4 mos
Cnr Securities, LLCBroker
January 2016 - Present · 10 yrs 4 mos
RBC Rochdale, LLC
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Curian Capital, LLC
January 2011 - January 2016 · 5 yrs
Curian Clearing, LLCBroker
January 2011 - January 2016 · 5 yrs
Primevest Financial Services, INC.Broker
June 2009 - November 2010 · 1 yr 5 mos
Primevest Financial Services, INC.
June 2009 - November 2010 · 1 yr 5 mos
Russell Financial Services, INC., Part of Russell InvestmentsBroker
November 2007 - April 2009 · 1 yr 5 mos
Russell Investments
November 2007 - April 2009 · 1 yr 5 mos
Greene Wealth Management, LLC
January 2006 - November 2007 · 1 yr 10 mos
Northwestern Mutual Investment Services, LLCBroker
January 2002 - November 2005 · 3 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
April 2001 - January 2002 · 9 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kevin Mcintosh - Financial Advisor | TrueAdvisor