Frankie Ricardo Brin

Employer firm

Vanderbilt Advisory Services CRD 116537

$2.11B regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/2015 → 02/2023
  International Assets Advisory
  Orlando, FL
• 02/2023 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY
• 02/2023 → Present
  Vanderbilt Advisory Services
  Woodbury, NY

Previous Registrations

• 2015-03-02 → 2023-02-27
  International Assets Investment Management, Llc
  Orlando, FL
  Fruitland Park, FL
  Orlando, FL
• 2015-03-02 → 2015-12-31
  International Assets Investment Management, Llc
  Orlando, FL
• 2013-09-10 → 2014-08-01
  Voya Financial Advisors, Inc.
  Windsor, CT
  Fruitland Park, FL
• 2012-01-27 → 2013-08-26
  Vicus Capital, Inc.
  Fruitland Park, FL
  Leesburg, FL

Other Businesses

1) BRIN FINANCIAL. Not investment related. Start date: 06/10/2004. Address: 3261 US Highway 441, Building D-1, Fruitland Park FL, 34731. Title: Owner. Duties: Brin Financial is the DBA for fixed insurance business. Time spent during regular hours: 10%. 2) TruChoice Financial. Not investment related. Start date: 05/10/2015. Address: 3261 US Highway 441, Building D-1, Fruitland Park FL, 34731. Title: Agent. Duties: Appointed agent for the sale of fixed insurance products including life, health, disability, fixed, and indexed annuities. Time spent during regular hours: 5%. 3) Ash Brokerage. Not investment related. Start date: 06/10/2004. Address: 3261 US Highway 441, Building D-1, Fruitland Park FL, 34731. Title: Agent. Duties: Appointed agent for the sale of fixed insurance products including life, health, disability, fixed, and indexed annuities. Time spent during regular hours: 5%. 4) Fixed insurance sales. Not investment related. Start date: 09/10/2024. Address: 7539 Park Springs Circle, Orlando FL, 32835. Title: Licensed Agent. Duties: The FMO name is Aim Virtual Advisors. It also advertises under the name Annuity Gator. It's an FMO that provides fixed insurance related products for clients including life insurance, Long-term care, fixed or indexed annuities. Time spent during regular hours: 5%.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-05-24

Designations

• Chartered Financial Consultant