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Edward Peter Massari

International Assets Investment Management, LLC

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About Edward Peter Massari

Edward Peter Massari is a financial advisor with International Assets Investment Management, LLC. Edward has been in the industry since April 2012 and is licensed in several states. Edward holds the Series 7, 63, and 65 licenses. Edward specializes in financial planning, pension consulting and selection of other advisors. Edward is a Chartered Financial Analyst. In addition to International Assets Investment Management, LLC, Edward is also affiliated with Sterlingnoble Wealth Management, LLC. Edward has a branch office located at 309 Morris Avenue, Suite C, Spring Lake, NJ.

Firm Information

Edward Massari is currently registered with International Assets Investment Management, LLC. International Assets Investment Management, LLC is an Orlando, FL-based investment advisor with over $1.68 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and corporations. They also select other advisors for clients. Their team includes over 100 licensed agents, investment advisor representatives, and registered representatives.
International Assets Investment Management, LLC

111 NORTH ORANGE AVENUE

ORLANDO, FL 32801

$1.69B

Assets Under Management

50

Total Clients

116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Massari’s Registration & Firm History

FL

03/10/2016 - Present

International Assets Investment Management, LLC (ORLANDO FL)

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Licenses & Designations

BC

Issued 05/09/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/09/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Peter Massari.
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