Orlando, FL Office

Michael Frustaci is a financial advisor at Global Assets Advisory, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Global Assets Advisory since 2019. In addition to his work at Global Assets Advisory, he is involved with International Assets Investment Management, LLC and serves as managing member of Palladium Wealth Advisors, LLC, a private label entity related to his financial business. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services through a team of advisors and a network of independent representatives.

Matthew Lampman is a financial advisor with Global Assets Advisory, LLC in Orlando, Florida, holding a Series 66 designation and 13 years of industry experience. He has held roles at multiple affiliated firms including Primus Financial Services, LLC and International Assets Advisory, LLC. Outside of advisory work, he is involved in operational duties at International Assets Investment Management and serves as owner of Lampman Ventures LLC, which is used for administrative purposes. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team-based approach, providing discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and consulting.

Jeffrey Winn is a financial advisor at Global Assets Advisory, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with International Assets Investment Management, LLC and International Assets Advisory, LLC. Winn serves as an advisory board member for Stansberry Asset Management. Global Assets Advisory, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors and offers discretionary and non-discretionary investment management along with financial planning and retirement plan advisory services.

Richard Weiss is a financial advisor at Global Assets Advisory, LLC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Cantella & Co., Inc. and Investors Capital Corp. Weiss also serves as Chief Compliance Officer for International Assets Investment Management, LLC and Global Assets Advisory, LLC. Global Assets Advisory, LLC is an SEC-registered adviser managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers customized portfolio management, financial planning, and retirement advisory services, employing a long-term investment approach and utilizing a mix of mutual funds, ETFs, equities, and fixed income.

Jacobo Leon Giraldez is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. He has worked at several firms including International Assets Investment Management, International Assets Advisory, and Oripoto Capital. Global Assets Advisory, LLC is an SEC-registered adviser managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers investment management, financial planning, and retirement plan advisory services, employing a team-based approach that utilizes mutual funds, ETFs, equities, and fixed income through discretionary and non-discretionary strategies.

John Miller is a CFP® and Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Global Assets Advisory, LLC and has previously held roles at International Assets Investment Management, LLC and Morgan Stanley. Miller serves as a volunteer board trustee for the Atlantic Beach Police Pension. Global Assets Advisory, LLC is an SEC-registered firm that serves individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million using a long-term investment approach with customized portfolios and offers services including investment management, financial planning, retirement plan advisory, and third-party referrals.

David Weinberger is a financial advisor with Global Assets Advisory, LLC based in Orlando, FL, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. His career includes roles at Primus Financial Services, International Assets Advisory, Tactical Investment Strategies, and Gunnallen Financial. Outside of advisory work, he owns and operates Weinberger Consultants, Inc., a tax and organizational consulting business, and is also the owner of a travel agency, Concierge Cruise & Travel. Global Assets Advisory, LLC serves individuals, high-net-worth clients, retirement plans, charities, and businesses, managing approximately $552 million through a team of advisors and affiliated representatives. The firm offers discretionary and non-discretionary investment management along with financial planning and retirement advisory services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.