Nathan
Walsh

International Assets Investment Management, LLC

CRD#7388516
Investment Advisor
in Orlando, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nathan Walsh is a financial advisor based in Orlando, Florida, working with International Assets Investment Management, LLC. Nathan has previously held positions at United State House Of Representatives, Penn State Interfraternity Council, Northwestern Mutual, Puroclean Emergency Restoration, Capital Bank, Granite Property Management, Fisher Investments, Pennsylvania State University, Student, Megatel Capital Investment, International Assets Advisory, LLC, and International Assets Investments Management LLC. Nathan has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Nathan 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

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Nathan Walsh Work History

2024 - Present (0 year)

Megatel Capital Investment

2024 - Present (0 year)

International Assets Advisory, LLC

2024 - Present (0 year)

International Assets Investments Management LLC

2022 - Present (2 years)

Fisher Investments

2022 - 2022 (< 1 year)

United State House Of Representatives

2021 - 2021 (< 1 year)

Northwestern Mutual

2020 - 2021 (1 year)

Penn State Interfraternity Council

2019 - 2020 (1 year)

Puroclean Emergency Restoration

2018 - 2020 (2 years)

Puroclean Emergency Restoration

2018 - 2018 (< 1 year)

Capital Bank

2018 - 2022 (4 years)

Pennsylvania State University

2016 - 2017 (1 year)

Granite Property Management

2012 - 2018 (6 years)

Student

Disclosures

Please visit the SEC profile of Nathan Walsh 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

Michael Walker
La Crescenta, CA
Kristina Leuzzi
Orlando, FL
Robert Alvarez
Orlando, FL
Justin Bodnar
Orlando, FL
Shannon Nagy
Alma, MI
Edward Massari
Orlando, FL
Cesar Olivares
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started