Orlando, FL North Orange Avenue logo

Orlando, FL North Orange Avenue Office

Team
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International Assets Investment Management, LLC logo

International Assets Investment Management, LLC

Multi-team

Firm-wide stats for International Assets Investment Management, LLC

Total advisors

102

Across 79 offices

Clients per advisor

58 Typical

Avg AUM per client

$423,553 Low

HNW client ratio

35% High

About

International Assets Investment Management (IAIM) provides investment advisory services to individuals, high‑net‑worth clients, retirement plans, corporations and other business entities, offering discretionary and non‑discretionary portfolio management, financial planning, and referrals to third‑party wrap and manager (TPAM) programs. Services are delivered through a national network of independent investment adviser representatives (IARs) who work with clients to define goals and implement strategies.

IAIM’s IARs generally pursue customized, long‑term portfolio construction using mutual funds, ETFs, individual equities and fixed income, and may recommend cash positions, options hedges, or rebalancing as appropriate to client objectives and risk tolerance. For some clients IAIM implements strategies via third‑party money managers, sub‑advisers or wrap programs (and may act as a compensated promoter for certain TPAMs), while also offering retirement plan advisory and standalone financial planning engagements.

What distinguishes IAIM from many peers is its complex affiliate structure and its promoter/placement activities: the firm is affiliated with multiple broker‑dealers, a clearing/custodial broker (ETCB), a trust company (Equity Trust), and other registered advisers, and principals have economic interests in a private fund (Mill75) that IAIM promotes to accredited investors. Those affiliations drive disclosed conflicts of interest (including cash‑sweep and clearing‑related payments to its affiliated broker‑dealer) and were the subject of an SEC consent order in 2024 concerning disclosure of clearing‑broker incentives; IAIM also recently revised its custody practices and no longer reports custody of client assets as of January 1, 2026.

Based on International Assets Investment Management, LLC

Expertise

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Based on International Assets Investment Management, LLC

Occupation focus

Founder/Business Owner

Based on International Assets Investment Management, LLC

Location

111 North Orange Avenue, Suite 1000

Orlando FL 32801

Advisors at this office

28

Advisors at this office

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Michael F

Series 63, Series 66

Orlando, FL

International Assets Investment Management, LLC

Michael Frustaci is a financial advisor at International Assets Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with International Assets Investment Management since 2017 and Global Assets Advisory since 2019. He is also the managing member of Palladium Wealth Advisors, LLC, a private label entity for his financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management and financial planning, using a range of investment vehicles and may implement strategies via third-party managers or wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kristina L

Series 65

Orlando, FL

International Assets Investment Management, LLC

Kristina Leuzzi is a financial advisor at International Assets Investment Management, LLC with two years of industry experience. She holds a Series 65 credential and has been associated with International Assets Advisory, LLC and Winn Partners Financial Group since 2015. Outside of her advisory role, she works as a freelance editor. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may engage third-party managers or wrap programs to implement strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Richard F

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Richard Flecca is a financial advisor at International Assets Investment Management, LLC in Orlando, FL, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, LPL Financial, Ameriprise, Merrill, and Morgan Stanley Dw Inc. since 2000. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a network of independent adviser representatives. The firm emphasizes customized, long-term portfolio construction using a range of investment vehicles and offers both discretionary and non-discretionary management along with financial planning and retirement advisory services.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Michael S

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Michael Spartz is a financial advisor at International Assets Investment Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Moors & Cabot, Ameriprise Financial Services, Wells Fargo Clearing, and Merrill. Outside of his advisory role, Spartz serves as board secretary and treasurer for the Community Foundation of South Lake County. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management using various securities and may utilize third-party managers and wrap programs as part of its investment approach.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Matthew L

Series 66

Orlando, FL

International Assets Investment Management, LLC

Matthew Lampman is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with International Assets Investment Management, LLC and has held roles at Primus Financial Services, Global Assets Advisory, and Tactical Investment Strategies. Lampman is also the owner of Lampman Ventures LLC, an entity used for tax and organizational purposes. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities. The firm delivers customized, long-term portfolio management and financial planning through a national network of independent advisers, utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ily N

Series 66

Orlando, FL

International Assets Investment Management, LLC

Ily Nolen is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at JMG Financial Group, HN Wealth Management, Cambridge Investment Research Inc., and J.W. Cole Advisors. He is based in Orlando, FL. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s advisors generally pursue customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, while also offering access to third-party money managers and retirement plan advisory services.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Russell B

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Russell Blum is a financial advisor at International Assets Investment Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. Blum is also a managing partner of a real estate investment company. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized, long-term portfolio management utilizing mutual funds, ETFs, equities, fixed income, and third-party manager programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Stanley L

Series 66

Orlando, FL

International Assets Investment Management, LLC

Stanley Leconte is a Series 66-licensed financial advisor with 19 years of industry experience, currently with International Assets Investment Management, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Outside of advisory work, he serves as an adjunct professor at Broward College, develops financial literacy curriculum for the Miami Children’s Trust, and is a board member of 100 Black Men of America. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may utilize third-party money managers and wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ruben F

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Ruben Frezzotti is a financial advisor at International Assets Investment Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 10 years. He is also president of Frezzotti Financial Services Corp., a private label entity for financial business. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may implement strategies via third-party managers or wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Michael P

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Michael Petramalo is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with International Assets Investment Management since 2017 and also leads MFP Advisory Group, LLC, a coaching and consulting firm for advisors and firms. Additionally, he is involved in mentoring and operations oversight at One Seven, LLC and serves as an operations liaison at International Assets Investment Management. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may implement strategies via third-party money managers, sub-advisers, or wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Alexander F

Series 66

Orlando, FL

International Assets Investment Management, LLC

Alexander Fullerton is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, NewEdge Advisors, Ameriprise, and Drummond Brothers LLC. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using various investment vehicles and may utilize third-party money managers and wrap programs in its approach.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jeffrey W

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Jeffrey Winn is a financial advisor at International Assets Investment Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with International Assets Advisory, LLC since 2002 and Global Assets Advisory, LLC since 2019. He serves as an advisory board member for Stansberry Asset Management. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm employs customized, long-term portfolio management strategies using mutual funds, ETFs, equities, and fixed income, with access to third-party money managers and wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Aaron K

Series 66

Orlando, FL

International Assets Investment Management, LLC

Aaron Knoll is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with International Assets Investment Management and its affiliate since 2012. Outside of his advisory role, Knoll is involved in a furniture design and building business operated by his spouse. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may implement strategies via third-party money managers or wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Myra N

Series 65

Orlando, FL

International Assets Investment Management, LLC

Myra Nicholson is a Series 65-licensed financial advisor at International Assets Investment Management, LLC with 19 years of industry experience. She has held roles at several firms including Delta Capital Securities LLC and CSG Capital Advisors, LLC. Nicholson is also the owner and president of a legal and compliance services firm, Myra Nicholson, PA, which she has operated since 2009. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may implement strategies via third-party managers and wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ann M

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Ann Moore is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Primus Financial Services, LLC since 2022 and has been with International Assets Investment Management, LLC and its affiliate International Assets Advisory LLC since 2008. Moore serves as a voluntary board member and secretary-elect of the Alternative & Direct Investment Securities Association and is a board member of the Damon Mitchell Memorial Fund, which provides scholarships to at-risk children. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs, generally pursuing customized, long-term portfolio strategies involving mutual funds, ETFs, equities, and fixed income.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
View complete list of advisors at this office
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