Amanda McIntosh has been an investment adviser representative at Uniting Wealth Partners since June 2026, and is not listed among the firm’s executive officers or direct owners.
Uniting Wealth Partners LLC is a Denver, CO firm with $935M under management, 854 clients and 11 advisers across 6 offices, as of its August 2026 filing.
- Uniting Wealth PartnersCurrent– present · under a yearRochester, NY · Adviser representative · Firm CRD 332317
Investment adviser representative registrations
Amanda McIntosh is registered as an investment adviser representative in New York, since June 2026.
- New YorkSince 12 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 June 2026 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 30 March 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Amanda Catherine McIntosh
- CRD
- 5287459
- Firm
- Uniting Wealth Partners · CRD 332317
- Office
- Rochester, NY
- Registration
- Investment adviser registration
- In the industry since
- May 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Amanda McIntosh work?
Amanda McIntosh is an investment adviser representative registered through Uniting Wealth Partners LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Amanda McIntosh a financial advisor?
Yes. Amanda McIntosh has a current investment-adviser registration in New York, through Uniting Wealth Partners since June 2026.
How many years of experience does Amanda McIntosh have?
Amanda McIntosh has 7 years in the financial industry, since May 2019, across 1 adviser firm.
What exams has Amanda McIntosh passed?
Amanda McIntosh has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in March 2016. FINRA credited Amanda McIntosh with the SIE, which began in October 2018.
Where is Amanda McIntosh based?
Amanda McIntosh’s registered office is in Rochester, NY.
Is Amanda McIntosh registered with FINRA?
No. Amanda McIntosh has no current broker registration.
How can I verify Amanda McIntosh’s record?
Search CRD 5287459 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amanda McIntosh’s full registration record.
