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Austin Marcellus Mcintosh

Advisor at LPL Financial — Constantia, NY

Updated today

Credentials

Series 66

Experience

3 years

Location

Constantia, NY

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,432 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Austin McIntosh is a financial advisor with LPL Financial, holding a Series 66 license and three years of industry experience. He has been with LPL Financial since 2022 and also holds a branch manager position at M&T Bank, where he has worked since 2018. McIntosh previously interned with the Upstate Minority Economic Alliance and has experience with CNY Centro. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management approaches along with model portfolios and research from various sources.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Constantia, NY

Constantia NY

Advisors at this office

2

Most active in

New York

Work history

3 years of industry experience

LPL Financial

2022 - Present • 4 years

Syracuse, NY

M&T Bank

2018 - Present • 8 years

Syracuse, NY

Upstate Minority Economic Alliance Intern

2017 - 2018 • 1 year

Syracuse, NY

CNY Centro

2015 - 2023 • 8 years

Syracuse, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William B

Series 66

Liverpool, NY

IBN Advisory Services, Inc.

William Bonk is a financial advisor at IBN Advisory Services, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked with firms including Trust Advisory Group Ltd and AGES Financial Services, Ltd. Outside of advisory activities, he is the owner and regional director of Bill Bonk Insurance Marketing, an independent insurance wholesaler. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs multiple investment teams and utilizes proprietary and third-party strategies, developing client portfolios based on individualized investment policy statements.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Real estate investing
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Ethan D

Series 66

North Syracuse, NY

Goldstrike Capital LLC

Ethan Dolce is a financial advisor at Goldstrike Capital LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Securities, LPL Financial, and C&A Accounting Associates, where he also provides tax preparation and bookkeeping services. Goldstrike Capital provides discretionary portfolio management and standalone financial planning primarily for individual and high-net-worth clients. The firm customizes investment policy statements based on client goals and employs a range of strategies across mutual funds, ETFs, fixed income, annuities, commodities, and precious metals.

Wealth management Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting
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Mark M

Series 63, Series 65

Liverpool, NY

MPM Advisors Group LLC

Mark Mahshie is a financial advisor with MPM Advisors Group LLC, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior roles include long-term service at MML Investors Services, Inc. and concurrent work with IBN Financial. MPM Advisors Group LLC serves pooled vehicles and institutional clients, focusing on pension and profit-sharing plans. The firm emphasizes passive investment management through low-cost index funds and ETFs, incorporates multiple research methods, and provides portfolio management, financial planning, and educational seminars.

Business sale tax planning Business ownership considerations Cash flow / budgeting General estate planning guidance Founder/Business Owner
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John M

Series 63, Series 65

Liverpool, NY

MPM Advisors Group LLC

John Mahshie is a financial advisor at MPM Advisors Group LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including IBN Financial Services, Inc. and Lifemark Securities Corp. In addition to his advisory role, he is an owner and partner of MPM Tax Pros, a tax preparation service. MPM Advisors Group LLC serves pooled vehicles and institutional clients, including pension and profit-sharing plans, providing investment management, financial planning, and educational seminars. The firm primarily employs a passive investment approach focused on low-cost index funds and ETFs, supplemented by research and due diligence on independent managers as part of its team-oriented service model.

Business sale tax planning Business ownership considerations Cash flow / budgeting General estate planning guidance Founder/Business Owner
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F L

Series 63, Series 65

Liverpool, NY

IBN Advisory Services, Inc.

F Libardoni Jr. is a financial advisor with IBN Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has 46 years of industry experience. His prior work includes roles at Cetera Advisors LLC and Investors Capital Corporation. Outside of advising, he is also an insurance agent specializing in life, disability, and annuities and provides income tax preparation and planning through Libardoni Financial. IBN Advisory Services, Inc. offers asset management and financial planning to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs discretionary and non-discretionary portfolio management strategies, utilizing internal investment teams and third-party managers guided by individualized investment policy statements.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Real estate investing
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Lance H

Series 65

Cicero, NY

Malatai Capital LLC

Lance Hogan is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and has previous work history at Defy Security and Depuy Synthes (Johnson and Johnson). Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities with individualized investment programs. The firm’s approach combines fundamental analysis with daily technical review and employs performance-based compensation for qualified clients.

Active portfolio management Options & derivatives strategies
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