Ruben Javier Frezzotti

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

• 02/2013 → 09/2023
  Raymond James & Associates, Inc.
  Homestead, FL
• 11/2023 → Present
  International Assets Investment Management, Llc
  Homestead, FL

Previous Registrations

• 2013-02-13 → 2023-10-10
  Raymond James & Associates, Inc.
  Coral Gables, FL
  Coral Gables, FL
  Coral Gables, FL
  Homestead, FL
• 2005-12-15 → 2013-02-13
  Morgan Keegan & Company, Llc
  Coral Gables, FL
  Miami, FL

Other Businesses

FREZZOTTI FINANCIAL SERVICES CORP. 15213 SW 141 ST, MIAMI, FL 33196 - PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - PRESIDENT SINCE 10/2023 - APPROX 160 HRS/MO - FEE BASED COMPENSATION

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-13
• S63 Uniform Securities Agent State Law Examination
  2005-07-22