Sean Quinn
Sean Quinn is a registered investment advisor at International Assets Investment Management, LLC, based in Jupiter, FL, with 38 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,961 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAIM charges an annual asset-based investment advisory fee up to 3.00%, negotiated between the client and the investment advisor representative (IAR). The fee depends on factors like the size of the relationship, inclusion/exclusion of transaction fees, and complexity of services. Fees are typically based on the market value of assets under management at the end of the prior month or quarter, but may be offered as a fixed quarterly fee. Clients also pay transaction fees for each trade, including no-transaction-fee mutual funds. IAIM may recommend third-party asset managers (TPAMs), in which case the client's overall fees will include IAIM's fee plus the TPAM's fees.
Location
1061 East Indiantown Road, Suite 308, Jupiter, FL, 33447
Get directionsHistory
Regulatory History (6)
Customer Dispute
December 2012Customer Dispute
August 2008Customer Dispute
June 2005Customer Dispute
February 1999Customer Dispute
August 1998Employment Separation After Allegations
July 1989Other Business Activities
Sean is an advisor with International Assets Investment Management LLC and Seaside Wealth Management LLC since 2019, dedicating full-time hours to each. Sean is also an advisor with SPQ Enterprises, Inc. since 2019, dedicating full-time hours.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Joseph Charles & Assoc., INC.Broker
Hibbard Brown & CO., INC.Broker
Reich & CO., INC.Broker
Global America IncorporatedBroker
G. K. Scott & CO., INC.Broker
Gulfstream Financial Associates, INC.Broker
Graystone Nash, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.