Anthony McIntosh, financial advisor Cartersville GA

Anthony McIntosh

CRD Number: 6728674
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Anthony McIntosh (CRD# 6728674) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cartersville, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kennesaw, GA Jan 2020 - Current < 1
Bank Of America, N.a. Kennesaw, GA Jan 2020 - Current < 1
Wells Fargo Clearing Services Rome, GA Nov 2016 - Dec 2019 3
Wells Fargo Bank Na Rome, GA Aug 2015 - Dec 2019 4
Lowes Home Improvement Rome, GA Oct 2009 - Sep 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2017
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Anthony M. McIntosh
Phone Number: 800-637-7455
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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