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Sean McIntosh

International Assets Advisory, LLC

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About Sean McIntosh

Sean McIntosh is a financial professional with over 10 years of experience in the industry. Sean is currently registered with International Assets Advisory, LLC. Sean is licensed to provide investment advice in Florida. Sean has previously worked at Charles Schwab & Co., Inc., TD Ameritrade, Inc., BBVA Compass Investment Solutions, Inc and Chase Investment Services Corp. Sean holds the Series 6, 7, 24 and 63 licenses and the SIE exam.

Firm Information

Sean McIntosh is currently registered with International Assets Advisory, LLC. International Assets Advisory, LLC is a Limited Liability Company formed in 2001. The firm offers investment advisory services, including selection of other advisors, portfolio management for businesses, and portfolio management for pooled investment vehicles. The firm is registered with the SEC and is also registered in all 50 states and the District of Columbia.
International Assets Advisory, LLC

111 N. ORANGE AVENUE

ORLANDO, FL 32801

Not reported

Assets Under Management

Not reported

Total Clients

32

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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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.

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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percentage of assets

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

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Sean McIntosh’s Registration & Firm History

FL

03/13/2023 - Present

International Assets Advisory, LLC (ORLANDO FL)

FL

06/28/2022 - 11/17/2022

CHARLES SCHWAB & CO., INC. (Orlando FL)

MO

06/10/2014 - 11/17/2022

TD AMERITRADE, INC. (ST. LOUIS MO)

TX

06/24/2011 - 11/18/2011

BBVA COMPASS INVESTMENT SOLUTIONS, INC (GALVESTON TX)

TX

07/19/2010 - 05/11/2011

CHASE INVESTMENT SERVICES CORP. (LA PORTE TX)

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Licenses & Designations

BC

Issued 06/18/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2014

Series 7 - General Securities Representative Examination

BC

Issued 07/16/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean McIntosh.
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