Leo
Vassallo
International Assets Investment Management, LLC
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About this Advisor
Leo Vassallo is a financial advisor based in Syracuse, New York who has 2 years of industry experience. Vassallo is currently employed by International Assets Investment Management, LLC. During their career, the advisor has held roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Lpl Financial LLC and International Assets Advisory, LLC. Vassallo has a Series 63 license, which qualifies them as a securities agent, and is able to operate in New York. International Assets Investment Management, LLC is a financial advisory firm based out of Orlando, FL. The investment advisory business has offices in 92 locations and a total of 126 employees. It handles $1 billion in total assets among its 6,618 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 6,618 customer accounts, 31% are held by high-net-worth clients who have more than $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically vary depending on which service is provided. However, fee types charged by International Assets Investment Management, LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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International Assets Investment Management, LLC Brokerage Details
$1,444,509,347
126
6,618
$218,270
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
Leo Vassallo Work History
Leo has been registered as a financial advisor for 2 years.*
International Assets Advisory, LLC
Lpl Financial LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Leo Vassallo 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
Orlando, FL
Orlando, FL
Syracuse, NY
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Grand Rapids, MI
Orlando, FL
Orlando, FL
Orlando, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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