International Assets Advisory
Richard Weiss has an extensive work experience in the financial industry. Richard currently serves as the Chief Compliance Officer at International Assets Advisory since January 2018. Previously, they worked at Cantella & Co., Inc. as a Cantella & Co., Inc. from October 2015 to November 2017. Before that, they held multiple roles at Investors Capital, including Director, Branch Supervision & VP, Compliance from May 2014 to October 2015, VP Legal Dept, Senior Analyst from June 2010 to May 2014, Senior OSJ & Auditor, Home Office Principal from March 2006 to June 2010, and Trader from July 2004 to March 2006. Richard also worked at OLDE / H&R Block Financial Advisors as a NASDAQ Market Maker, VP Trading from June 1999 to September 2002.
Richard Weiss has a degree in Business Administration and Management from Southern New Hampshire University, completed in 1996. In 2010, they attended The Wharton School and completed the FINRA Institute @ Wharton CRCP program. Additionally, Richard attended Northeastern University from 1988 to 1993.
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International Assets Advisory
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.