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Orlando, FL North Orange Avenue Office

Team
Updated today

Client AUM

$2,486,681,777

Clients

5,871

Advisors

21

Of 100 advisors across 67 offices

Location

111 North Orange Avenue, Suite 1000

Orlando FL 32801

Advisors at this office

21

Advisors at this office

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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 with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Advisors and Cetera Advisors. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and may utilize third-party money 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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Michael S

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Michael Spartz is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior roles include positions at Moors & Cabot, Ameriprise Financial Services Inc, and Wells Fargo Advisors. Outside of his advisory work, he serves as secretary and treasurer of the Community Foundation of South Lake County, a nonprofit organization. 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 emphasizes customized, long-term portfolio construction using a variety of investment vehicles and may incorporate third-party managers and wrap programs in its offerings.

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
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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
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Alexander F

Series 66

Orlando, FL

International Assets Investment Management, LLC

Alexander Fullerton is a financial advisor at International Assets Investment Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, NewEdge Advisors, and Ameriprise. His background also includes experience at Drummond Brothers LLC and City National Bank. 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 focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, fixed income, and may utilize 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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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
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John S

Series 66

Orlando, FL

International Assets Investment Management, LLC

John Spartz is a financial advisor at International Assets Investment Management, LLC, holding a Series 66 designation with four years of industry experience. He has been with International Assets Investment Management since 2024 and is also affiliated with International Assets Advisory. 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 representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and also offers retirement plan advisory and financial planning services.

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

Series 66

Orlando, FL

International Assets Investment Management, LLC

Shawnalee Woods is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 11 years of industry experience. She has been with International Assets Advisory since 2012. Outside of her advisory role, she co-owns Caveman Concepts, a company specializing in website design and marketing, where she handles bookkeeping. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized portfolio management, financial planning, and access to third-party manager programs, employing a long-term investment approach that includes mutual funds, ETFs, equities, fixed income, and various strategies tailored to client objectives.

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

Series 66

Orlando, FL

International Assets Investment Management, LLC

Harrison Gunn is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining International Assets Investment Management, he worked at Lockheed Martin and the University of Central Florida. 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 offers customized, long-term portfolio management utilizing mutual funds, ETFs, individual equities, and fixed income, with strategies that may include options hedges, rebalancing, 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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