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Andrew Fletcher McIntire

Baldwin Brothers LLC

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About Andrew Fletcher McIntire

Andrew McIntire is a Registered Investment Advisor Representative with Baldwin Brothers LLC, a firm based in Marion, MA. He is also a Registered Representative with the firm. Andrew is a Chartered Financial Analyst and has been in the financial services industry since 1998. Andrew previously worked at American Research & Management Company in Marion, MA.

Firm Information

Andrew McIntire is currently registered with Baldwin Brothers LLC. Baldwin Brothers LLC is an investment advisor based in Marion, MA. They manage approximately $2.28 billion in assets for a range of clients, including high-net-worth individuals, corporations, and charitable organizations. The firm provides financial planning, portfolio management, and selection of other advisors services.
Baldwin Brothers LLC

204 SPRING STREET

MARION, MA 02738

$2.28B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Management fees for limited partnerships

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Andrew McIntire’s Registration & Firm History

MA

10/14/2022 - Present

Baldwin Brothers LLC (MARION MA)

MA

05/18/2000 - 05/06/2013

AMERICAN RESEARCH & MANAGEMENT COMPANY (MARION MA)

NA

01/03/1990 - 09/11/1990

DEAN WITTER REYNOLDS INC.

NA

07/26/1989 - 02/05/1990

JOHN HANCOCK DISTRIBUTORS, INC.

NA

07/26/1989 - 02/05/1990

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 05/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2003

Series 27 - Financial and Operations Principal Examination

BC

Issued 06/07/2002

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/13/2000

Series 24 - General Securities Principal Examination

BC

Issued 03/16/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Fletcher McIntire.
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