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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:

Current Employers
International Assets Investment Management, Llc

111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-10-25
FL RA APPROVED 2021-04-13
  • NC RA
    APPROVED
    Since 2024-10-25
  • FL RA
    APPROVED
    Since 2021-04-13

Branch Locations

Black Mtn, NC • United States

111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States

Global Assets Advisory, Llc

111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-10-25
FL RA APPROVED 2021-06-11
  • NC RA
    APPROVED
    Since 2024-10-25
  • FL RA
    APPROVED
    Since 2021-06-11

Branch Locations

111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • United States

Black Mtn, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
International Assets Advisory, Llc Orlando FL 06/2016 06/2021
Iaa Wealth Management Cooper City FL 06/2021 03/2026
International Assets Advisory, Llc Orlando FL 06/2021 Present
International Assets Investment Management, Llc Orlando FL 04/2021 Present
  • 06/2016 → 06/2021
    International Assets Advisory, Llc
    Orlando, FL
  • 06/2021 → 03/2026
    Iaa Wealth Management
    Cooper City, FL
  • 06/2021 → Present
    International Assets Advisory, Llc
    Orlando, FL
  • 04/2021 → Present
    Orlando, FL
Other Businesses

1) GRAMP'S WEALTH MANAGEMENT, INC. 228 PINE GROVE RD, BLACK MOUNTAIN NC 28711 - PRIVATE LABEL ENTITY FOR INVESTMENT AND INSURANCE BUSINESS - OWNER SINCE 9/2022 - APPROX 30 HRS/MO - SALARY/COMMISSIONS/FEES 3) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 4/2021 - APPROX 80 HRS/MO - FEE BASED COMPENSATION 4) GLOBAL ASSETS ADVISORY, LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 6/2021 - APPROX 80 HRS/MO - FEE BASED COMPENSATION 5) FOOTBALL COACH, 74 RIVERWOOD RD, SWANNANOA, NC 28778 - ASSISTANT COACH AND DEFENSIVE COORDINATOR FOR YOUTH SPORTS - SINCE 04/2025 - STIPEND COMPENSATION

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-19
S63 Uniform Securities Agent State Law Examination 2016-05-07
  • S66 Uniform Combined State Law Examination
    2021-03-19
  • S63 Uniform Securities Agent State Law Examination
    2016-05-07

View on SEC IAPD

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