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AM

Andrew F. Mcintire

BALDWIN WEALTH PARTNERS
Marion, MA 02738
Some features on this profile are disabled
CRD#: 1965888
AM

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

Are you a "fiduciary"?
Yes

Aliases

Andrew F Mcintire

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Fletcher Mcintire's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 14, 2022 - Present

BALDWIN WEALTH PARTNERS, LLC

Office #1: 204 Spring Street, Marion, MA 02738
RIA
CRD#: 105343
Marion, MA
Past

November 30, 2010 - October 19, 2022

AMERICAN RESEARCH & MANAGEMENT COMPANY

RIA
CRD#: 6080
MARION, MA
Past

May 18, 2000 - May 6, 2013

AMERICAN RESEARCH & MANAGEMENT COMPANY

BD
CRD#: 6080
MARION, MA
Past

January 3, 1990 - September 11, 1990

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

July 26, 1989 - February 5, 1990

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
Past

July 26, 1989 - February 5, 1990

SIGNATOR INVESTORS, INC.

BD
CRD#: 468

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BALDWIN WEALTH PARTNERS, LLC
ARJUNA CAPITAL | BALDWIN WEALTH PARTNERS, LLC | BALDWIN BROTHERS LLC | BALDWIN BROTHERS INC

CRD#: 105343 / SEC#: 801-15418

RIA
Registered Investment Advisory firm - (7/1/1980 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(10/18/2022)
IAR
Texas
(10/14/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 5/25/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/16/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 1/17/2003
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 6/7/2002
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/13/2000
General Securities Principal Examination

Current Firm

BW
BALDWIN WEALTH PARTNERS, LLC
ARJUNA CAPITAL | BALDWIN WEALTH PARTNERS, LLC | BALDWIN BROTHERS LLC | BALDWIN BROTHERS INC

CRD#: 105343 / SEC#: 801-15418

RIA
Registered Investment Advisory firm - (7/1/1980 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
204 Spring Street, Marion, MA 02738
Mailing Address
Phone number
(508) 748-0800
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

03 25 2025 BBI FORM ADV PART 2A FINAL (3/25/2025)

Regulatory assets under management

Total Number of Accounts2,252
AUM (Assets Under Management)$ 2,411,954,815

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/14/2025
Cover Page
Report
09/18/2024
Cover Page
Report
12/07/2023
Cover Page
Report

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.

Company Information

BALDWIN WEALTH PARTNERS, LLC

CRD#: 105343Marion, MA 02738

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