Brian Macintosh has been an investment adviser representative at Course Management Investment Advisors since March 2022, and is not listed among the firm’s executive officers or direct owners. Brian Macintosh holds a Degree in Business Administration and Economics from Campbell University.
Course Management Investment Advisors, LLC is a Pinehurst, NC firm with $100M under management, 161 clients and 3 advisers in one office, as of its May 2026 filing.
Brian MacIntosh is Partner of Course Management Investment Advisors. He began his career as a professional golfer. He builds plans for individuals and families and designs and manages workplace retirement plans for companies.
- – present · 4 yearsPinehurst, NC · Adviser representative · Firm CRD 306974
Investment adviser representative registrations
Brian Macintosh is registered as an investment adviser representative in 2 states. Each was approved in March 2022.
- North CarolinaSince 21 March 2022
- South CarolinaSince 21 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 March 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 12 March 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 February 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 4955621
- Firm
- Course Management Investment Advisors · CRD 306974
- Office
- 5 DOWD CIR, SUITE B, Pinehurst, NC 28374
- Registration
- Investment adviser registration
- In the industry since
- August 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cmiallc.com
Where does Brian Macintosh work?
Brian Macintosh is an investment adviser representative registered through Course Management Investment Advisors, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Brian Macintosh a financial advisor?
Yes. Brian Macintosh has a current investment-adviser registration in North Carolina and South Carolina, through Course Management Investment Advisors since March 2022.
How many years of experience does Brian Macintosh have?
Brian Macintosh has 13 years in the financial industry, since August 2013, across 1 adviser firm.
What exams has Brian Macintosh passed?
Brian Macintosh has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in February 2012. FINRA credited Brian Macintosh with the SIE, which began in October 2018.
Where is Brian Macintosh based?
Brian Macintosh’s registered office is in Pinehurst, NC.
Is Brian Macintosh registered with FINRA?
No. Brian Macintosh has no current broker registration.
How can I verify Brian Macintosh’s record?
Search CRD 4955621 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Macintosh’s full registration record.