Amanda Catherine Mcintosh

Employer firm

Uniting Wealth Partners CRD 332317

$935M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 04/2024
  Cambridge Investment Research, Inc.
  Rochester, NY
• 05/2024 → 05/2025
  Naviter Wealth, Llc
  Rochester, NY
• 06/2025 → Present
  Uniting Wealth Partners, Llc
  Rochester, NY

Other Businesses

1) Non-registered administrative assistant; Investment-related; Rochester, NY 14618; Administrative Start date: 08/2008; Work for another registered investment advisor / broker-dealer as a non-registered admin; Approx. 25% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-12