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International Assets Investment Management, LLC CRD 144426
$2.57B regulatory AUM 42 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-12-06 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Orlando | FL | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 02/2019 |
| Cetera Advisors | Denver | CO | 02/2019 | 11/2019 |
| Synergy Wealth Alliance | Maitland | FL | 02/2019 | 11/2019 |
| Rental Properties | Orlando | FL | 01/2015 | 07/2022 |
| International Assets Advisory, Llc | Orlando | FL | 11/2019 | Present |
| International Assets Investment Management, Llc | Orlando | FL | 11/2019 | Present |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE STE 1000 ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 09/2024 - APPROX 40 HRS/MO - FEE BASED COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-10 |
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