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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 at International Assets Investment Management, LLC. Edward has been in the industry since 2012 and has a broad range of experience. Edward is registered with FINRA and is licensed in multiple states. Edward holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam. Edward is also a Chartered Financial Analyst. Edward can help you with a variety of financial needs, including financial planning, portfolio management, and selection of other advisors. Edward is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Edward Massari is currently registered with International Assets Investment Management, LLC. International Assets Investment Management, LLC is an investment advisor registered with the SEC. Based in Orlando, Florida, the firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $1.68 billion in assets for 7,168 clients. The majority of their client base is composed of individuals, both high-net-worth and those with less than $1 million in assets.
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 5/9/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 9/9/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/28/2016

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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