Marc Lee Mcintosh
Investment adviser representative at Equitable Advisors, LLC
17 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Marc Lee Mcintosh? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Equitable Advisors, LLCJan 2026 to now
- UnemployedJul 2025 to Jan 2026
- Sur La TableSep 2024 to Jun 2025
- Afs Intercultural ProgramsSep 2023 to Jul 2024
- Five Little MonkeysAug 2022 to Jul 2025
- Lochmoi Inc, dba Cal PlumbingApr 2022 to Aug 2022
- El Mono Fresh Flavors of PeruJun 2021 to Sep 2021
- El Cerrito High SchoolJul 2019 to Aug 2023
- Fred T Korematsu Middle SchoolAug 2017 to Jun 2019
- Madera Elementary SchoolAug 2009 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8194284
- Firm CRD
- 6627