Amanda C. Mcintosh

UNITING WEALTH PARTNERS

ROCHESTER, NY

CRD#: 5287459

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Professional summary

Amanda Catherine Mcintosh is a registered financial advisor currently at UNITING WEALTH PARTNERS located in Rochester, New York.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Amanda has worked at 2 firms and has passed the Series 65, SIE and Series 7 exams.

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 Amanda Catherine Mcintosh'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

June 12, 2026 - Present

UNITING WEALTH PARTNERS

RIA

CRD#: 332317

ROCHESTER, NY

Past

March 30, 2016 - April 26, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Rochester, NY

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".

UNITING WEALTH PARTNERS

UNITING WEALTH PARTNERS | UNITING WEALTH PARTNERS LLC

CRD#: 332317 / SEC#: 801-131215

RIA

Registered Investment Advisory firm - (9/27/2024 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

New York
(6/12/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/12/2026

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/30/2016

General Securities Representative Examination

Current Firm

UNITING WEALTH PARTNERS

UNITING WEALTH PARTNERS | UNITING WEALTH PARTNERS LLC

CRD#: 332317 / SEC#: 801-131215

RIA

Registered Investment Advisory firm - (9/27/2024 Approved)

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Contact information

Main Address

240 Saint Paul Street Suite 300, Denver, CO 80206

Mailing Address

Phone number

(479) 364-0686

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UWP ADV 2A (8/20/2025)

Regulatory assets under management

Total Number of Accounts	1,334
AUM (Assets Under Management)	$ 544,715,574

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.

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Amanda C. Mcintosh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Catherine Mcintosh's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITING WEALTH PARTNERS

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

UNITING WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2026

SIE

Date: 10/1/2018

Series 7

Date: 3/30/2016

Current Firm

UNITING WEALTH PARTNERS

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UNITING WEALTH PARTNERS

TRUST BUT VERIFY

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