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Sean Quinn

International Assets Investment Management, LLC
38 Years of Experience
Jupiter, FL
6 DisclosuresBroker
View SEC Summary
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Sean Quinn is a registered investment advisor at International Assets Investment Management, LLC, based in Jupiter, FL, with 38 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,961 clients with $2.6B in assets under management.

International Assets Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
5,961 clients
Average Client Portfolio
$431K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Fees are negotiable up to an annual maximum of 3.00% depending on portfolio size, transaction fee inclusion, and service complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1061 East Indiantown Road, Suite 308, Jupiter, FL, 33447

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2012
Settled
Customer Dispute
August 2008
Closed-No Action
Customer Dispute
June 2005
Closed-No Action
Customer Dispute
February 1999
Denied
Customer Dispute
August 1998
Settled
Employment Separation After Allegations
July 1989
View Full SEC ReportHow to Read Disclosures
Other 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
October 2019 - Present · 7 yrs
International Assets Advisory, LLCBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Morgan StanleyBroker
June 2009 - September 2019 · 10 yrs 3 mos
Morgan Stanley
June 2009 - September 2019 · 10 yrs 3 mos
Morgan Stanley & CO. Incorporated
August 2007 - June 2009 · 1 yr 10 mos
Morgan Stanley & CO. IncorporatedBroker
August 2007 - June 2009 · 1 yr 10 mos
A. G. Edwards & Sons, INC.
October 1998 - August 2007 · 8 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
October 1998 - August 2007 · 8 yrs 10 mos
Joseph Charles & Assoc., INC.Broker
January 1993 - November 1998 · 5 yrs 10 mos
Hibbard Brown & CO., INC.Broker
February 1992 - December 1992 · 10 mos
Reich & CO., INC.Broker
January 1991 - April 1991 · 3 mos
Global America IncorporatedBroker
March 1990 - December 1990 · 9 mos
G. K. Scott & CO., INC.Broker
July 1989 - March 1990 · 8 mos
Gulfstream Financial Associates, INC.Broker
January 1989 - July 1989 · 6 mos
Graystone Nash, INC.Broker
January 1987 - January 1989 · 2 yrs
State Registrations5 states
CACOFLNHSC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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