Edward
Massari

International Assets Investment Management, LLC

CRD#5838093
Investment Advisor
in Orlando, FL

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About this Advisor

Edward Massari is a financial advisor based in Orlando, Florida, working with International Assets Investment Management, LLC. Edward has previously held positions at First Allied Advisory Services, Inc and International Assets Advisory, LLC. Edward has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey. Currently, Edward is part of International Assets Investment Management, LLC, which operates out of Orlando, Florida. The firm has 92 offices and 122 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at International Assets Investment Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

111 North Orange Avenue Suite 1000
Orlando, FL 32801

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International Assets Investment Management, LLC Brokerage Details

Total Assets Under Management

$1,685,163,470

FL Average: $1,855,561,029
Total Number of Employees

122

FL Average: 62
Total Number of Accounts

7,168

FL Average: 2,474
Average Account Size

$235,095

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Edward Massari Work History

2016 - Present (8 years)

International Assets Advisory, LLC

2014 - 2016 (2 years)

First Allied Advisory Services, Inc

Disclosures

Please visit the SEC profile of Edward Massari to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at International Assets Investment Management, LLC

Shannon Nagy
Alma, MI
Michael Petramalo
Orlando, FL
Kristina Leuzzi
Orlando, FL
Edward Massari
Orlando, FL
Michael Walker
La Crescenta, CA
Cesar Olivares
Orlando, FL
Robert Alvarez
Orlando, FL
Mark Potocsny
Cheshire, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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