Unclaimed Profile

Daniel Lawrence Mcintyre

BALANCE SHEET SOLUTIONS LLC·WARRENVILLE, Illinois

SIE, Series 7, Series 9, Series 24, Series 63, Series 65Clean record27 years registeredBALANCE SHEET SOLUTIONS LLC

4450 WEAVER PARKWAY, WARRENVILLE, IL 60555-3926CRD# 1083493Firm CRD# 124786

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Lawrence Mcintyre · WARRENVILLE, IL

Registration

CRD #1083493 · BALANCE SHEET SOLUTIONS LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BALANCE SHEET SOLUTIONS LLC

CONCOURSE FINANCIAL GROUP ADVISORS

May 2017 – Dec 2024

Muskego, WI

BALANCE SHEET SOLUTIONS LLC

Oct 2006 – Sep 2017

WARRENVILLE, IL

WACHOVIA SECURITIES, INC.

Apr 1999 – Feb 2003

MCALLEN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 24

Series 63

Series 65

Registration record

First registered · April 12, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALANCE SHEET SOLUTIONS LLC

CRD 124786 · SEC 801-63345

AUM

$908M

Regulatory assets under management

Employees

22 client accounts

Services offered by BALANCE SHEET SOLUTIONS LLC

Per Form ADV

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at BALANCE SHEET SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Lawrence Mcintyre offer?

Daniel Lawrence Mcintyre specializes in Wealth Management.

What are Daniel Lawrence Mcintyre's credentials?

Daniel Lawrence Mcintyre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Lawrence Mcintyre located?

Daniel Lawrence Mcintyre is based in WARRENVILLE, Illinois, last registered with BALANCE SHEET SOLUTIONS LLC.

How does Daniel Lawrence Mcintyre charge for services?

Daniel Lawrence Mcintyre's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALANCE SHEET SOLUTIONS LLC?

BALANCE SHEET SOLUTIONS LLC has approximately 28 employees and manages $908M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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