Justin
Bodnar

International Assets Investment Management, LLC

CRD#5538244
Investment Advisor
in Orlando, FL

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About this Advisor

Justin Bodnar is a financial advisor based in Orlando, Florida, working with International Assets Investment Management, LLC. Justin has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Lighthouse Research Advisory, Fasten, and International Assets Advisory, LLC. Justin has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Justin 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 66

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

Justin Bodnar Work History

2017 - Present (7 years)

International Assets Advisory, LLC

2016 - Present (8 years)

Fasten

2015 - 2017 (2 years)

Lighthouse Research Advisory

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Bank Of America N.A

Disclosures

Please visit the SEC profile of Justin Bodnar 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
Edward Massari
Orlando, FL
Michael Petramalo
Orlando, FL
Robert Alvarez
Orlando, FL
Michael Walker
La Crescenta, CA
Kristina Leuzzi
Orlando, FL
Mark Potocsny
Cheshire, CT
Justin Bodnar
Orlando, FL

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