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RIA / WealthAdvisorChartered Financial Analyst17 years in industry

MICHAEL BRIAN MCINTOSH

Advisor at ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

WELLESLEY, MA

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Search this name across graphsid dfx:ria:383f3a1d-6564-5fa9-2b6d-987daf9eb462

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Feb 4, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 26, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S66
First exam: Nov 26, 2008
First registration: Feb 4, 2010
Dual registered: no
Other names: MIKE MCINTOSH
IAPD individual key: 5568022

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	Independent wealth	May 20, 2025	n/a	yes	WELLESLEY, MA	Current employment
BALDWIN WEALTH PARTNERS, LLC	Independent wealth	Jul 1, 2024	Jan 27, 2025	no	BROOKLINE, MA\|MARION, MA	Previous registration
KLR INVESTMENT ADVISORS, LLC	Former SEC adviser	Oct 11, 2023	Jul 2, 2024	no	PROVIDENCE, RI\|BOSTON, MA	Previous registration
FINANCIAL LIFE ADVISORS	Independent wealth	Mar 2, 2017	Aug 26, 2022	no	SAN ANTONIO, TX	Previous registration
CROSS FINANCIAL SERVICES CORPORATION	Former SEC adviser	Oct 6, 2014	Nov 9, 2018	no	SAN ANTONIO, TX	Previous registration
HERITAGE FINANCIAL SERVICES	Former SEC adviser	Feb 4, 2010	Jun 9, 2014	no	WESTWOOD, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BALDWIN WEALTH PARTNERS, LLC	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	Jan 27, 2025	May 20, 2025	113	Firm change	RIA to RIA
KLR INVESTMENT ADVISORS, LLC	BALDWIN WEALTH PARTNERS, LLC	Jul 2, 2024	Jul 1, 2024	-1	Firm change	RIA to RIA
FINANCIAL LIFE ADVISORS	KLR INVESTMENT ADVISORS, LLC	Aug 26, 2022	Oct 11, 2023	411	Firm change after gap	RIA to RIA
CROSS FINANCIAL SERVICES CORPORATION	FINANCIAL LIFE ADVISORS	Nov 9, 2018	Mar 2, 2017	-617	Firm change after gap	Other
HERITAGE FINANCIAL SERVICES	CROSS FINANCIAL SERVICES CORPORATION	Jun 9, 2014	Oct 6, 2014	119	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
114152:128502:TX:2018-11-09	Nov 9, 2018	Mar 2, 2017	SAN ANTONIO, TX	Firm change after gap

Relationships

Registered with (6)

→ ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCRegistered adviserregistration: current employment
May 20, 2025 to presentfactForm ADV
→ BALDWIN WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Jul 1, 2024 to Jan 27, 2025factForm ADV
→ KLR INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 11, 2023 to Jul 2, 2024factForm ADV
→ FINANCIAL LIFE ADVISORSRegistered adviserregistration: previous registration
Mar 2, 2017 to Aug 26, 2022factForm ADV
→ CROSS FINANCIAL SERVICES CORPORATIONRegistered adviserregistration: previous registration
Oct 6, 2014 to Nov 9, 2018factForm ADV
→ HERITAGE FINANCIAL SERVICESRegistered adviserregistration: previous registration
Feb 4, 2010 to Jun 9, 2014factForm ADV

Dated events

Occurred
Jan 27, 2025
Advisor changed firm
Michael Brian Mcintosh left Baldwin Wealth Partners, Llc for Argonautica Private Wealth Management, Inc (registered 2025-05-20)
Form ADVobserved 6 days ago
Occurred
Jul 2, 2024
Advisor changed firm
Michael Brian Mcintosh left Klr Investment Advisors, Llc for Baldwin Wealth Partners, Llc (registered 2024-07-01)
Form ADVobserved 6 days ago
Occurred
Aug 26, 2022
Advisor changed firm
Michael Brian Mcintosh left Financial Life Advisors for Klr Investment Advisors, Llc (registered 2023-10-11)
Form ADVobserved 6 days ago