Christopher C. Mcintosh

BARLOW WEALTH PARTNERS

Louisville, KY 40207

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CRD#: 5302313

Professional summary

Christopher Charles Mcintosh, who also goes by Chris Charles Mcintosh, Christopher C Mcintosh, is a registered financial advisor currently at BARLOW WEALTH PARTNERS, LLC located in Louisville, Kentucky.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Christopher has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Charles Mcintosh | Christopher C Mcintosh

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 Christopher Charles 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

April 21, 2023 - Present

BARLOW WEALTH PARTNERS, LLC

Office #1: 3700 Brownsboro Road, Louisville, KY 40207

RIA

CRD#: 325308

Louisville, KY

Past

July 11, 2012 - April 25, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LOUISVILLE, KY

Past

March 15, 2012 - April 25, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LOUISVILLE, KY

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".

BARLOW WEALTH PARTNERS, LLC

AMHERST ROAD WEALTH ADVISORS | BARLOW WEALTH PARTNERS, LLC | BARLOW WEALTH PARTNERS | AMHERST ROAD WEALTH ADVISORS, LLC

CRD#: 325308 / SEC#: 801-127506

RIA

Registered Investment Advisory firm - (3/23/2023 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

Kentucky
(4/21/2023)

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 66

Date: 7/10/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/14/2012

General Securities Representative Examination

Current Firm

BARLOW WEALTH PARTNERS, LLC

AMHERST ROAD WEALTH ADVISORS | BARLOW WEALTH PARTNERS, LLC | BARLOW WEALTH PARTNERS | AMHERST ROAD WEALTH ADVISORS, LLC

CRD#: 325308 / SEC#: 801-127506

RIA

Registered Investment Advisory firm - (3/23/2023 Approved)

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Contact information

Main Address

3700 Brownsboro Road, Louisville, KY 40207

Mailing Address

Phone number

(502) 308-4270

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

BARLOW WEALTH PARTNERS DISCLOSURE BROCHURE AND WRAP FEE PROGRAM BROCHURE (2/7/2025)

Regulatory assets under management

Total Number of Accounts	1,404
AUM (Assets Under Management)	$ 1,215,744,287

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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Christopher C. Mcintosh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Charles Mcintosh's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARLOW WEALTH PARTNERS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BARLOW WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/10/2012

SIE

Date: 10/1/2018

Series 7

Date: 3/14/2012

Current Firm

BARLOW WEALTH PARTNERS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BARLOW WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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