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Reid McIntyre

Investment adviser representative at Financial Mountain in Boulder, CO

Investment adviser registrationUpdated

Reid McIntyre is an investment adviser representative at Financial Mountain Inc, an investment adviser managing $111M, and works from its Boulder, CO office. Reid McIntyre has been registered through Financial Mountain since 14 January 2021, has 11 years in the industry across 1 firm and has passed the Series 65.

11
Years in industry
5
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Reid McIntyre has been an investment adviser representative at Financial Mountain since January 2021, and is not listed among the firm’s executive officers or direct owners.

Financial Mountain Inc is a Boulder, CO firm with $111M under management, 127 clients and 2 advisers in one office, as of its December 2025 filing.

  1. – present · 11 years
    Boulder, CO · Adviser representative · Firm CRD 108489

Credentials and registrations

Investment adviser representative registrations

Reid McIntyre is registered as an investment adviser representative in Colorado, since January 2021.

  • ColoradoSince 14 January 2021

Examinations

Series 651 May 2015
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
5509377
Firm
Financial Mountain · CRD 108489
Office
1035 PEARL STREET SUITE 414, Boulder, CO 80302
Registration
Investment adviser registration
In the industry since
May 2015
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Reid McIntyre work?

Reid McIntyre is an investment adviser representative registered through Financial Mountain Inc since January 2021, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Reid McIntyre a financial advisor?

Yes. Reid McIntyre has a current investment-adviser registration in Colorado, through Financial Mountain since January 2021.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Reid McIntyre have?

Reid McIntyre has 11 years in the financial industry, since May 2015, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Reid McIntyre passed?

Reid McIntyre passed the Series 65 in May 2015.

Source: IAPD individual record, checked 22 October 2026

Where is Reid McIntyre based?

Reid McIntyre’s registered office is in Boulder, CO.

Source: IAPD individual record, checked 22 October 2026

Is Reid McIntyre registered with FINRA?

No. Reid McIntyre has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Reid McIntyre’s record?

Search CRD 5509377 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Reid McIntyre’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Financial Mountain

Sources

  1. IAPD individual record, CRD 5509377, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Financial Mountain Inc, filed 22 December 2025. Executive officers and direct owners; this person is not among them.