LM
Lamont Mcintosh
CETERA INVESTMENT ADVISERS LLC
Atlanta, GA 30339
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CRD#: 6281230
LM
Professional summary
Lamont Mcintosh, who also goes by Lamont Pierre Mcintosh, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Atlanta, Georgia and CETERA ADVISORS LLC located in Atlanta, Georgia.
Lamont is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Lamont has worked at 6 firms and has passed the Series 66, Series 63, Series 82TO, SIE, Series 7, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lamont Pierre 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.
1. NAME OF OTHER BUSINESS: FAMILY HEALTH CENTERS OF GEORGIA; INVESTMENT RELATED: NO; ADDRESS: ATLANTA, GA 30310; NATURE OF BUSINESS: HEALTH CARE; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: LEAD FINANCE COMMITTEE MEETINGS AND REPORT FINANCIAL STATEMENTS TO THE BOARD OF DIRECTORS ON A MONTHLY BASIS; 2. NAME OF OTHER BUSINESS: TRANSFORMATIVE REAL ESTATE DEVELOPERS COMPANY LLC; INVESTMENT RELATED: NO; ADDRESS: SMYRNA, GA 30082; NATURE OF BUSINESS: REAL ESTATE; START DATE: 01/2022; POSITION/TITLE/RELATIONSHIP: PRINCIPAL OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: EVALUATE INVESTMENT REAL ESTATE DEALS TO PURCHASE AND SELL; 3. NAME OF OTHER BUSINESS: MANHATTAN RIDGE ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 25; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: VAN WAGNER SPORTS; INVESTMENT RELATED: NO; ADDRESS: ATLANTA, GA 30312; NATURE OF BUSINESS: SPORTS BROADCASTING; START DATE: 09/2018;; POSITION/TITLE/RELATIONSHIP: COLOR COMMENTATOR; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PROVIDE LIVE, ON-AIR BASKETBALL ANALYSIS FOR GEORGIA STATE MENS BASKETBALL TEAM AND THEIR OPPONENTS;
CRS (Client Relationship Summary) - RIA
Click below to view Lamont Mcintosh's 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®
NoneExperience
Current
June 20, 2019 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2300 Windy Ridge Parkway Suite 150-s, Atlanta, GA 30339RIA
CRD#: 105644
Atlanta, GA
Current
August 7, 2025 - Present
CETERA ADVISORS LLC
Office #1: 3100 Interstate North Cir Se Suite 200, Atlanta, GA 30339BD
CRD#: 10299
Atlanta, GA
Past
June 20, 2019 - August 7, 2025
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
ATLANTA, GA
Past
November 2, 2016 - June 21, 2019
FORESTERS ADVISORY SERVICES, LLC
RIA
CRD#: 164663
ATLANTA, GA
Past
July 2, 2014 - June 21, 2019
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
ATLANTA, GA
Past
January 15, 2014 - February 4, 2014
E*TRADE SECURITIES LLC
BD
CRD#: 29106
ALPHARETTA, GA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/8/2025)
RR
California(8/11/2025)
RR
Florida(8/8/2025)
IAR
Georgia(6/20/2019)
RR
Georgia(8/8/2025)
RR
Illinois(8/22/2025)
RR
Louisiana(8/8/2025)
RR
Maryland(8/12/2025)
RR
Mississippi(8/8/2025)
RR
New Jersey(8/8/2025)
RR
New York(8/17/2025)
RR
South Carolina(8/8/2025)
IAR
Texas(1/24/2023)
RR
Texas(8/8/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 82TO
Date: 8/7/2025
Limited Representative-Private Securities OfferingsGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
