Andrew F. Mcintire
Professional summary
Andrew Fletcher Mcintire, who also goes by Andrew F Mcintire, is a registered financial advisor currently at BALDWIN WEALTH PARTNERS, LLC located in Marion, Massachusetts.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Andrew has worked at 5 firms and has passed the Series 63, Series 7, Series 27, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Fletcher Mcintire's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 14, 2022 - Present
BALDWIN WEALTH PARTNERS, LLC
Office #1: 204 Spring Street, Marion, MA 02738November 30, 2010 - October 19, 2022
AMERICAN RESEARCH & MANAGEMENT COMPANY
May 18, 2000 - May 6, 2013
AMERICAN RESEARCH & MANAGEMENT COMPANY
January 3, 1990 - September 11, 1990
MORGAN STANLEY DW INC.
July 26, 1989 - February 5, 1990
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
July 26, 1989 - February 5, 1990
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
BALDWIN WEALTH PARTNERS, LLC
CRD#: 105343 / SEC#: 801-15418
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/18/2022)
(10/14/2022)
Exams
Current Firm
BALDWIN WEALTH PARTNERS, LLC
CRD#: 105343 / SEC#: 801-15418
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,252 |
| AUM (Assets Under Management) | $ 2,411,954,815 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/14/2025 | ||
| 09/18/2024 | ||
| 12/07/2023 | ||
| 12/16/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
