SM
Samantha C. Mcintyre
CETERA INVESTMENT ADVISERS
San Angelo, TX 76903
Some features on this profile are disabled
CRD#: 7822894
SM
Samantha Candace Lea McintyreCETERA INVESTMENT ADVISERS
Professional summary
Samantha Candace Lea Mcintyre, who also goes by Samantha Candace Lea Baird, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in San Angelo, Texas and CETERA WEALTH SERVICES, LLC located in San Angelo, Texas.
Samantha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Samantha has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Samantha Candace Lea Baird
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: MICHAEL BAIRD / BAIRD LAW FIRM INVESTMENT RELATED: NO ADDRESS: 13 E HARRIS AVE SAN ANGELO TX 76903 NATURE OF BUSINESS: LAW OFFICE START DATE: 04/2021 POSITION/TITLE/RELATIONSHIP: PARALEGAL APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PARALEGAL DUTIES 2. NAME OF OTHER BUSINESS: TACTICAL WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL SERVICES ASSISTANT AND TAX PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES AND PREPARATION OF TAX RETURNS 3. NAME OF OTHER BUSINESS: 53 ROSE RANCH, LLC INVESTMENT RELATED: NO ADDRESS: 2706 SAINT ANDREWS CIRCLE ENNIS, TX 75119 NATURE OF BUSINESS: HOLDS LAND START DATE: 01/2017 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: THIS ENTITY WAS CREATED TO HOLD OWNERSHIP OF RANCHLAND IN TEXAS.
CRS (Client Relationship Summary) - RIA
Click below to view Samantha Candace Lea Mcintyre'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
February 10, 2026 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 133 W Concho Ave Suite 106, San Angelo, TX 76903RIA
CRD#: 105644
San Angelo, TX
Current
November 6, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 133 W Concho Ave Suite 106, San Angelo, TX 76903BD
CRD#: 13572
San Angelo, TX
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
Texas(2/10/2026)
IAR
Texas(2/10/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/6/2025
General Securities Representative ExaminationGeneral Industry/Product 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
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
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 |
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.
