Amanda Catherine Mcintosh
Investment adviser representative at Uniting Wealth Partners
14 yearsExperience
1 stateRegistered in
$934.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Uniting Wealth Partners, LLCJun 2025 to now
- Naviter Wealth, LLCMay 2024 to May 2025
- Cambridge Investment Research, Inc.Sep 2012 to Apr 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Uniting Wealth Partners
Legal name: Uniting Wealth Partners LLC
$934.6MAssets managed
854Clients
17Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5287459
- Firm CRD
- 332317