David
Chin

International Assets Investment Management, LLC

CRD#1380575
Investment Advisor
in New York, NY

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About this Advisor

David Chin is a financial advisor based in New York, New York, working with International Assets Investment Management, LLC. David has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Insurance Non-Variable, and International Assets Advisory LLC. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey and New York. Currently, David is part of International Assets Investment Management, LLC, which operates out of New York, New York. 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 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

14 Wall St. 20Th Floor
New York, NY 10005

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International Assets Investment Management, LLC Brokerage Details

Total Assets Under Management

$1,685,163,470

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

122

NY Average: 62
Total Number of Accounts

7,168

NY Average: 2,474
Average Account Size

$235,095

NY 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

David Chin Work History

2010 - Present (14 years)

International Assets Advisory LLC

2009 - Present (15 years)

Raymond James Financial Services Advisors, Inc

2009 - Present (15 years)

Insurance Non-Variable

2008 - Present (16 years)

Raymond James Financial Services, Inc

Disclosures

Please visit the SEC profile of David Chin 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
Mark Potocsny
Cheshire, CT
Edward Massari
Orlando, FL
Robert Alvarez
Orlando, FL
Kristina Leuzzi
Orlando, FL
Michael Petramalo
Orlando, FL
Justin Bodnar
Orlando, FL
Shannon Nagy
Alma, MI

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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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.

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