Robert Walter Mcintosh

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2007 → 02/2018
  Invest Financial Corporation
  N Babylon, NY
• 02/2018 → 12/2018
  Lpl Financial Llc
  North Babylon, NY
• 12/2018 → 03/2023
  Fsc Securities Corporation
  South Setauket, NY
• 03/2023 → Present
  Equity Services
  Montpelier, VT

Previous Registrations

• 2021-04-26 → 2023-03-29
  Fsc Securities Corporation
  Atlanta, GA
  North Babylon, NY

Other Businesses

*RBMA LLC. 1375 DEER PARK AVE, NORTH BABYLON NY. INV REL. OCT 2018. OWNER. REAL ESTATE LLC. OWNER. OWN BUILDING, RENT OUT TO TENANTS. DURING TRADE HRS. *MCINTOSH TAX AND ASSET MANAGEMENT GROUP. 410 MOTOR PKWY 2ND FL HAUPPAUGE NY. INV REL. OCT 2009. OWNER. PREPARING TAX RETURNS. DURING TRADE HRS. *ROBERT MCINTOSH- INSURANCE. 410 MOTOR PKWY 2ND FL HAUPPAUGE NY. INV REL. FEB 1997. FIXED INS BUSINESS. BROKER. INS SALES, SERVICING EXISTING CONTRACTS. DURING TRADE HRS. *O'BRIEN PLANNING GROUP. 410 MOTOR PKWY 2ND FL HAUPPAUGE NY. INV REL. OCT 2024. LIFE INSURANCE SALES. INSURANCE AGENT. SERVICE CLIENTS. DURING TRADE HRS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-05-04