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Austin Mcintosh

Advisor at LPL Financial

Updated today

Location

Constantia, NY

Credentials

Series 66

Industry experience

3 years

About

Austin Mcintosh is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2022 and concurrently holds positions at M&T Bank, including branch manager and notary roles. His background also includes internships and community involvement with the Upstate Minority Economic Alliance and CNY Centro. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and institutions. The firm supports investment advice with an in-house research team and provides a broad range of delivery options, from financial planning to third-party asset management.

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

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Constantia, NY

Most active in

New York

Work history

LPL Financial

2022 - Present (4 years)

M&T Bank

2018 - Present (8 years)

Upstate Minority Economic Alliance Intern

2017 - 2018 (1 year)

CNY Centro

2015 - 2023 (8 years)

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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Ethan D

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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 Chase Bank and LPL Financial. Outside of advising, he is involved in tax preparation and bookkeeping as an accountant with C & A Accounting Associates Inc. Goldstrike Capital LLC is a registered investment adviser serving individuals and high-net-worth clients with portfolio management and financial planning. The firm employs an investment approach based on Modern Portfolio Theory, offering both long-term and short-term trading tailored to client-specific risk tolerance and objectives.

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

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Liverpool, NY

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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

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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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Cicero, NY

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Active portfolio management Options & derivatives strategies
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Gennaro C

Series 65

North Syracuse, NY

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Gennaro Concolino is a financial advisor at Goldstrike Capital LLC with a Series 65 designation and no prior industry experience before joining the firm in 2025. He is also the president and owner of C & A Accounting Associates Inc and has held that role since 2000. In addition, he owns JCF Reality, a company involved in investment rental properties. Goldstrike Capital LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing an investment approach based on Modern Portfolio Theory and tailored risk management. The firm offers discretionary portfolio management, individualized Investment Policy Statements, and both one-time and ongoing financial planning engagements.

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

Series 66

Liverpool, NY

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William Bonk is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with IBN Advisory Services, Inc. and has previously worked at Trust Advisory Group Ltd, AGES Financial Services, Ltd, and The Leaders Group, Inc. Outside of advisory services, he owns and directs Bill Bonk Insurance Marketing, an independent insurance wholesaler. IBN Advisory Services, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses multiple investment teams to offer model-based strategies and allocates client assets among its own strategies and independent third-party managers, employing a variety of analytical approaches and portfolio adjustments.

Active portfolio management Private / alternative investments Real estate investing
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