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Daniel John McIntosh

BMO Capital Markets Corp.

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About Daniel John McIntosh

Daniel McIntosh is a licensed financial professional with over 12 years of experience in the financial services industry. Daniel currently works at BMO Capital Markets Corp., where he has been since April 2017, working out of the firm's Minneapolis office. Prior to joining BMO Capital Markets Corp., Daniel worked at ROBERT W. BAIRD & CO. INCORPORATED from December 2008 to September 2010. Daniel holds a variety of licenses and registrations, including Series 7, Series 63, Series 66, Series 79, Series 86, and Series 87. He also passed the Securities Industry Essentials Examination (SIE) in 2018.

Firm Information

Daniel McIntosh is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

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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provision of securities trading ideas and research

Provision of securities trading ideas and research

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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percentage of assets

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

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other

Fees for securities trading ideas and research

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Daniel McIntosh’s Registration & Firm History

MN

04/03/2017 - Present

BMO Capital Markets Corp. (Minneapolis MN)

WI

12/02/2008 - 09/30/2010

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 02/27/2017

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/06/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2017

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 03/02/2009

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 02/19/2009

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel John McIntosh.
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