International Assets Advisory, LLC, (“IAA”) is a full service brokerage and money management firm. IAA, founded in 1982, is registered under the Securities Act of 1934.

From our offices in Orlando, we serve thousands of clients -- in Central Florida, throughout the country, and around the world. Our clients partner with a personal Financial Consultant, who constructs an investment strategy custom tailored to the unique needs of each client. We pride ourselves on our independent analysis and work with clients who seek to enhance their returns and lower their portfolio risk through global diversification and proper asset allocation strategies.

At IAA Capital Markets, we pride ourselves in our tailored, personal approach to institutional investing and independent analysis as specialists in global financial markets. Further, our institutional clients benefit from access to a wide array of global investment opportunities. With Pershing (the industry's largest global business solutions provider) as our clearing agent, clients can be assured of access to the latest technology in trade execution and operational support.

As specialists in global financial markets, we enable investors to capitalize on a wide array of investment opportunities around the world, including domestic and foreign stocks, bonds, mutual funds, options, insurance, annuities, sophisticated retirement and estate planning services.

Investment Management

International Assets Advisory

International Assets Advisory's headquarters in Orlando, FL, United States

Matthew Cox

Christina Crosby

Mark J. Potocsny

David Weinberger

Ann Moore

The Leadership Team at International Assets Advisory (IAA) drives the strategic direction and operational effectiveness of the firm. Comprising key executives, including the President and Chief Compliance Officer, this team establishes policies, oversees business development initiatives, ensures regulatory compliance, and fosters collaboration across departments to enhance service delivery and client satisfaction. Their collective expertise supports IAA's mission to provide personalized financial consulting and innovative investment strategies for clients worldwide.

Leadership Team

The Business Development and Operations team at International Assets Advisory is responsible for driving growth and operational efficiency within the firm. They focus on cultivating strategic partnerships and enhancing client relationships while ensuring that the company's services are effectively delivered through streamlined processes. This team also collaborates with leadership to identify market opportunities and implement innovative solutions that align with IAA's commitment to personalized investment strategies and superior client service.

Business Development and Operations

The Compliance and Regulatory team at International Assets Advisory ensures that the firm adheres to all relevant laws and regulations governing the financial industry. This team conducts thorough reviews and analyses to implement policies and procedures that mitigate risk and maintain the integrity of client interactions. Additionally, they oversee the registration processes and collaborate closely with regulatory authorities, ensuring that the firm operates within the parameters set by governing bodies while fostering a culture of compliance throughout the organization.

International Assets Advisory

Org chart

Teams

Leadership Team

Business Development and Operations

Compliance and Regulatory

Offices

International Assets Advisory

Org chart

Teams

Leadership Team

Business Development and Operations

Compliance and Regulatory

Offices

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