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Kirk Ewan McIntosh

Piper Sandler & Co.

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About Kirk Ewan McIntosh

Kirk McIntosh is a financial professional with over 10 years of experience in the industry. Kirk is currently registered with Piper Sandler & Co. and has previous experience with The Valence Group, LLC and BayShore Partners, LLC. Kirk holds licenses in Minnesota, New York and other states. Kirk is a Series 24 and Series 63 licensed professional and has passed the Series 79TO, SIE and Series 62 examinations. Kirk's background includes experience in investment banking and analytical reports/public finance consulting.

Firm Information

Kirk McIntosh is currently registered with Piper Sandler & Co.. Piper Sandler & Co. is a corporation headquartered in Minneapolis, Minnesota, that was formed on July 28, 1969. The firm provides analytical reports and public finance consulting program services, and manages portfolios for businesses. The firm has a total of 1,359 registered representatives and 24 investment adviser representatives, and manages approximately $1 billion to $10 billion in assets.
Piper Sandler & Co.

800 NICOLLET MALL

MINNEAPOLIS, MN 55402-7020

$1.58B

Assets Under Management

21

Total Clients

809

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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portfolio management for businesses

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

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analytical reports/public finance consulting program

Analytical reports/public finance consulting program

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Kirk McIntosh’s Registration & Firm History

MN

04/07/2020 - Present

Piper Sandler & Co. (MINNEAPOLIS MN)

NA

11/24/2009 - 04/08/2020

THE VALENCE GROUP, LLC (LONDON )

FL

12/23/2009 - 12/31/2009

BAYSHORE PARTNERS, LLC (FORT LAUDERDALE FL)

FL

08/28/2009 - 12/08/2009

BAYSHORE PARTNERS, LLC (FORT LAUDERDALE FL)

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Licenses & Designations

BC

Issued 09/01/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2009

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kirk Ewan McIntosh.
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