Stephen Thomas Pavlich

Employer firm

International Assets Investment Management, LLC CRD 144426

$2.57B regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1987 → 03/2021
  Lincoln Financial Advisors Corporation
  Cleveland, OH
• 04/2021 → Present
  International Assets Advisory, Llc
  Boardman, OH
• 04/2021 → Present
  International Assets Investment Management, Llc
  Boardman, OH

Previous Registrations

• 2000-01-01 → 2021-03-29
  Osaic Fa, Inc.
  Boardman, OH
  Boardman, OH

Other Businesses

1) STEPHEN T. PAVLICH 8090 MARKET STREET, SUITE 3, BOARDMAN, OH 44512 - AUDITOR FOR SNPJ FRATERNAL LODGE 153 - AUDITOR SINCE 2010 - APPROX 1 HR/MO - NO COMPENSATION 2) AUBURN HILLS CONDO ASSOC #2 823-B AUBURN HILLS DRIVE, BOARDMAN, OH 44512 - TREASURER SINCE 1/2022 - APPROX 1 HR/MO - NO COMPENSATION 3) STEPHEN T. PAVLICH, 8090 MARKET ST, SUITE 3, BOARDMAN, OH 44512 - LIFE INSURANCE SALES AGENT - APPROX 2 HR/MO - SALES COMMISSIONS

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-04-09