Spring Lake, NJ 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

309 Morris Ave Suite C

Spring Lake NJ 07762

Advisors at this office

3

Advisors at this office

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Robert D

Series 63, Series 66

Spring Lake, NJ

International Assets Investment Management, LLC

Robert D'andria is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with International Assets Investment Management and its affiliate International Assets Advisory LLC since 2010. In addition to his advisory role, he is president and sole owner of SterlingNoble Wealth Management, a business he operates actively. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and incorporates third-party managers and wrap programs as appropriate.

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

CFA®, Series 65, Series 63

Spring Lake, NJ

International Assets Investment Management, LLC

Edward Massari Jr. is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has 14 years of industry experience and is currently with International Assets Investment Management, LLC, where he has worked since 2016. His prior experience includes roles at First Allied Advisory Services, Rhino Asset Management, and Blue Ocean Capital Management. Massari also serves as co-successor trustee for two trusts. 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 portfolio management and financial planning with a focus on long-term strategies using mutual funds, ETFs, equities, and fixed income, and employs 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
user avatar

Joseph G

Series 66

Spring Lake, NJ

International Assets Investment Management, LLC

Joseph Giacchi is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with International Assets Investment Advisory LLC and Sterling Noble since 2010 and is also involved in the restaurant business as wait staff at Lubrano's Trattoria. 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 portfolio management, financial planning, and access to third-party wrap and manager programs, utilizing a range of investment vehicles and strategies tailored to client objectives and risk tolerance.

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