Robert Michael Alvarez

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

• 05/2014 → 11/2023
  International Assets Advisory Llc
  Metairie, LA
• 05/2014 → Present
  International Assets Investment Management, Llc
  Metairie, LA
• 04/2025 → Present
  Primus
  Metairie, LA

Previous Registrations

• 2014-05-28 → 2015-12-31
  International Assets Investment Management, Llc
  Orlando, FL
  Metairie, LA
• 2013-04-15 → 2013-05-06
  Lpl Financial Llc
  Metairie, LA
  San Diego, CA
  Metairie, LA
• 2005-11-16 → 2013-04-25
  Ameriprise Financial Services, Llc
  Metairie, LA
  Newark, DE

Other Businesses

1) NOLA FINANCIAL-WEALTH MANAGEMENT, INC. 2800 VETERANS MEMORIAL BLVD STE 258 METAIRIE, LA 70002 - PRIVATE LABEL ENTITY FOR FINANCIAL PLANNING PRACTICE - PRESIDENT/ADVISOR SINCE 6/2014 - APPROX 160 HRS/MO - 1099/W2 INCOME FROM IAA 2) REBIRTH REALTY LLC 2526 METAIRIE RD METAIRIE, LA 70002 - SET UP FOR MGMT OF ONE RENTAL PROPERTY - 100% OWNER SINCE 3/2013 - APPROX 4 HRS/MO - RENTAL INCOME 3) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 5/2014 - APPROX 90 HRS/MO - FEE BASED COMPENSATION 4) LIFE2HEALTH 45653 UNIVERSITY PARK AVENUE, HAMMOND, LA 70401 - MORTGAGE INSURANCE - AGENT/REPRESENTATIVE SINCE 9/2020 - APPROX 8 HRS/MO - COMMISSIONS

Exams

• S66 Uniform Combined State Law Examination
  2001-06-04

Other Names

• Rob Alvarez