Unclaimed Profile

Paul Joseph Mcintyre

NAPLES ASSET MANAGEMENT CO., LLC·MOORESVILLE, North Carolina

SIE, Series 6, Series 7, Series 14, Series 24, Series 52TO, Series 63, Series 65, Series 79TO, Series 99TO24 years registeredNAPLES ASSET MANAGEMENT CO., LLC

107 KILSON DRIVE, MOORESVILLE, NC 28117CRD# 1002368Firm CRD# 133978

Profile Verification

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

Identity

Paul Joseph Mcintyre · MOORESVILLE, NC

Registration

CRD #1002368 · NAPLES ASSET MANAGEMENT CO., LLC · 24 years registered

Brand Profile

Not yet started

Career History

FIDUCIARY CAPITAL MANAGEMENT LLC

Apr 2026 – present

MSC - BD, LLC

Jun 2007 – present

FIRST OREGON, LLC

Feb 2025 – May 2025

McMinnville, OR

DST INVESTMENTS, LLC

Feb 2020 – Jun 2021

Cumming, GA

NAMCOA

Mar 2012 – May 2026

MOORESVILLE, NC

NAPLES ASSET MANAGEMENT CO., LLC

Mar 2005 – Dec 2011

NAPLES, FL

MCDONALD INVESTMENTS INC.

Jan 2002 – Jul 2003

BONITA SPRINGS, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 52TO

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · January 30, 2002

Years registered · 24

Disclosure History

2026Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NAPLES ASSET MANAGEMENT CO., LLC

CRD 133978 · SEC 801-66945

AUM

$278M

Regulatory assets under management

Employees

462 client accounts

Services offered by NAPLES ASSET MANAGEMENT CO., LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NAPLES ASSET MANAGEMENT CO., LLC →

Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MOORESVILLE?

Browse all registered financial advisors in MOORESVILLE, North Carolina or claim this profile if it's yours.

Browse MOORESVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Joseph Mcintyre offer?

Paul Joseph Mcintyre specializes in Financial Planning, Investment Management. Contact their office in MOORESVILLE, North Carolina for a consultation.

What are Paul Joseph Mcintyre's credentials?

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

Where is Paul Joseph Mcintyre located?

Paul Joseph Mcintyre is based in MOORESVILLE, North Carolina, working with NAPLES ASSET MANAGEMENT CO., LLC. Their office serves clients in the MOORESVILLE metropolitan area and surrounding communities.

How does Paul Joseph Mcintyre charge for services?

Paul Joseph Mcintyre's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NAPLES ASSET MANAGEMENT CO., LLC?

NAPLES ASSET MANAGEMENT CO., LLC has approximately 17 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →