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Thomas P. Mcintyre

MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS
ORLEANS, MA 02653
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CRD#: 4343354
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Professional summary


Thomas Patrick Mcintyre is a registered financial advisor currently at MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. located in Orleans, Massachusetts.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Thomas has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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 Thomas Patrick Mcintyre'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

December 15, 1994 - Present

MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.

Office #1: 4 Main Street P. O. Box 1689, Orleans, MA 02653
RIA
CRD#: 105522
ORLEANS, MA

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".
MF
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
DESSAUER & MCINTYRE ASSET MANAGEMENT INC | MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.

CRD#: 105522 / SEC#: 801-126216

RIA
Registered Investment Advisory firm - (7/29/2022 Approved)
Arizona
Registered Investment Advisory firm - (3/20/2002 Cancelled)
California
Registered Investment Advisory firm - (9/1/2022 Terminated)
Colorado
Registered Investment Advisory firm - (3/21/2002 Cancelled)
Florida
Registered Investment Advisory firm - (8/2/2022 Terminated)
Georgia
Registered Investment Advisory firm - (3/21/2002 Terminated)
Illinois
Registered Investment Advisory firm - (3/22/2002 Terminated)
Maryland
Registered Investment Advisory firm - (3/21/2002 Terminated)
Massachusetts
Registered Investment Advisory firm - (8/2/2022 Terminated)
Michigan
Registered Investment Advisory firm - (3/21/2002 Cancelled)
New Hampshire
Registered Investment Advisory firm - (8/2/2022 Terminated)
New York
Registered Investment Advisory firm - (8/2/2022 Terminated)
North Carolina
Registered Investment Advisory firm - (3/21/2002 Terminated)
Pennsylvania
Registered Investment Advisory firm - (4/3/2002 Cancelled)
Tennessee
Registered Investment Advisory firm - (4/9/2002 Terminated)
Texas
Registered Investment Advisory firm - (8/2/2022 Terminated)
Utah
Registered Investment Advisory firm - (3/21/2002 Terminated)
Virginia
Registered Investment Advisory firm - (3/21/2002 Terminated)
Wisconsin
Registered Investment Advisory firm - (3/22/2002 Cancelled)

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
Florida
(10/3/2018)
IAR
Massachusetts
(12/15/1994)
IAR
New Hampshire
(8/28/2012)

Exams


Current Firm


MF
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
DESSAUER & MCINTYRE ASSET MANAGEMENT INC | MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.

CRD#: 105522 / SEC#: 801-126216

RIA
Registered Investment Advisory firm - (7/29/2022 Approved)
Arizona
Registered Investment Advisory firm - (3/20/2002 Cancelled)
California
Registered Investment Advisory firm - (9/1/2022 Terminated)
Colorado
Registered Investment Advisory firm - (3/21/2002 Cancelled)
Florida
Registered Investment Advisory firm - (8/2/2022 Terminated)
Georgia
Registered Investment Advisory firm - (3/21/2002 Terminated)
Illinois
Registered Investment Advisory firm - (3/22/2002 Terminated)
Maryland
Registered Investment Advisory firm - (3/21/2002 Terminated)
Massachusetts
Registered Investment Advisory firm - (8/2/2022 Terminated)
Michigan
Registered Investment Advisory firm - (3/21/2002 Cancelled)
New Hampshire
Registered Investment Advisory firm - (8/2/2022 Terminated)
New York
Registered Investment Advisory firm - (8/2/2022 Terminated)
North Carolina
Registered Investment Advisory firm - (3/21/2002 Terminated)
Pennsylvania
Registered Investment Advisory firm - (4/3/2002 Cancelled)
Tennessee
Registered Investment Advisory firm - (4/9/2002 Terminated)
Texas
Registered Investment Advisory firm - (8/2/2022 Terminated)
Utah
Registered Investment Advisory firm - (3/21/2002 Terminated)
Virginia
Registered Investment Advisory firm - (3/21/2002 Terminated)
Wisconsin
Registered Investment Advisory firm - (3/22/2002 Cancelled)
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Contact information


Main Address
4 Main Street, Orleans, MA 02653
Mailing Address
P. O. Box 1689, Orleans, MA 02653
Phone number
(508) 255-1651
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 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

MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. (MARCH 2025) (3/25/2025)

Regulatory assets under management


Total Number of Accounts116
AUM (Assets Under Management)$ 148,340,589

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


MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.

CRD#: 105522Orleans, MA 02653

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