Michael B. Mcintosh

ARGONAUTICA PRIVATE WEALTH MANAGEMENT,

Wellesley, MA 02481

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CRD#: 5568022

Professional summary

Michael Brian Mcintosh, who also goes by Mike Mcintosh, is a registered financial advisor currently at ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC located in Wellesley, Massachusetts.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 7 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike 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.

STANTON CONDOMINIUM TRUST; NOT INVESTMENT RELATED; BROOKLINE, MA; CONDOMINIUM; TRUSTEE; START 1/1/2024; 2 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING; UNPAID TRUSTEE FOR PRIMARY RESIDENCE CONDOMINIUM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Brian 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

May 20, 2025 - Present

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

Office #1: 57 River Street Suite 202, Wellesley, MA 02481

RIA

CRD#: 316736

Wellesley, MA

Past

July 1, 2024 - January 27, 2025

BALDWIN WEALTH PARTNERS, LLC

RIA

CRD#: 105343

BROOKLINE, MA

Past

October 11, 2023 - July 2, 2024

KLR INVESTMENT ADVISORS, LLC

RIA

CRD#: 124716

BOSTON, MA

Past

March 2, 2017 - August 26, 2022

FINANCIAL LIFE ADVISORS

RIA

CRD#: 128502

SAN ANTONIO, TX

Past

October 6, 2014 - November 9, 2018

FINANCIAL LIFE ADVISORS

RIA

CRD#: 114152

SAN ANTONIO, TX

Past

February 4, 2010 - June 9, 2014

HERITAGE FINANCIAL SERVICES

RIA

CRD#: 127268

WESTWOOD, MA

Past

October 9, 2008 - July 29, 2009

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

NORWOOD, 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".

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

CRD#: 316736 / SEC#: 801-122660

RIA

Registered Investment Advisory firm - (11/8/2021 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
(5/29/2025)

IAR

Texas
(5/20/2025)

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: 11/26/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/8/2008

General Securities Representative Examination

Current Firm

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

CRD#: 316736 / SEC#: 801-122660

RIA

Registered Investment Advisory firm - (11/8/2021 Approved)

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Contact information

Main Address

57 River Street Suite 202, Wellesley, MA 02481

Mailing Address

Phone number

(781) 591-0200

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

ARGONAUTICA PRIVATE WEALTH MANAGEMENT FORM ADV PART 2A BROCHURE (10/21/2025)

ARGONAUTICA PRIVATE WEALTH MANAGEMENT WRAP BROCHURE (6/26/2025)

Regulatory assets under management

Total Number of Accounts	535
AUM (Assets Under Management)	$ 507,174,298

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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Advisor Monitoring

Firm Stability Insights

Michael B. Mcintosh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Brian Mcintosh's CRS (Customer Relationship Summary).

Certified licenses

Experience

BALDWIN WEALTH PARTNERS, LLC

KLR INVESTMENT ADVISORS, LLC

FINANCIAL LIFE ADVISORS

FINANCIAL LIFE ADVISORS

HERITAGE FINANCIAL SERVICES

COMMONWEALTH FINANCIAL NETWORK

Primary Firm SEC Registration

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/26/2008

Series 7

Date: 10/8/2008

Current Firm

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

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