MF
MF

Michael Thomas Frustaci

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
25 advisors
Number of Clients
1,376 clients
Average Client Portfolio
$246K average
Assets Under Management
$338.1M

Fee Structure

Minimum Investment:$50K
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Location

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is an investment advisor representative for International Assets Investment Management, LLC (full-time) and Global Assets Advisory, LLC (a few hours per week). He is also an insurance agent (minimal time) and a managing member of Palladium Wealth Advisors, LLC (minimal time).

Employment History
Current Registrations
Global Assets Advisory, LLC
May 2019 - Present · 6 yrs 9 mos
International Assets Investment Management, LLC
July 2017 - Present · 8 yrs 7 mos
International Assets Advisory, LLCBroker
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
Pershing LLCBroker
May 2009 - January 2015 · 5 yrs 8 mos
State Registrations9 states
FLGAILMONCOHTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.