Michael Brian Mcintosh
Investment adviser representative at Argonautica Private Wealth Management, Inc
12 yearsExperience
2 statesRegistered in
CFADesignation
$532.9MFirm assets
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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
- Pension consulting
Experience
12 years in the industry.
- Argonautica Private Wealth Management, IncMay 2025 to now
- UnemployedFeb 2025 to Apr 2025
- Baldwin Wealth Partners, LLC (f/k/a Baldwin Brothers, LLC)Jul 2024 to Jan 2025
- Klr Investment Advisors, LLCSep 2023 to Jul 2024
- UnemployedAug 2022 to Sep 2023
- Financial Life AdvisorsMar 2017 to Aug 2022
- Cross Financial Services CorporationSep 2014 to Nov 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Argonautica Private Wealth Management, Inc
$532.9MAssets managed
121Clients
5Advisers
4 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
- 5568022
- Firm CRD
- 316736