EM
CFA
EM
CFA

Edward Massari

14 Years of Experience
Spring Lake, NJ
Broker

Edward Massari is a CFA-designated registered investment advisor at International Assets Advisory, LLC, based in Spring Lake, NJ, with 14 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

309 Morris Avenue, Suite C, Spring Lake, NJ, 07762

Get directions

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.

Learn about disclosures →
Other Business Activities

Edward is an advisor with International Assets Investment Management LLC since 2016, dedicating about half of his time to this role. He is also a financial advisor with SterlingNoble Wealth Management, LLC since 2018, working nearly full-time.

Employment History
Current Registrations
International Assets Advisory, LLCBroker
April 2016 - Present · 10 yrs 6 mos
International Assets Investment Management, LLC
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
First Allied Advisory Services, INC.
May 2014 - March 2016 · 1 yr 10 mos
Rhino Asset Management
December 2010 - September 2012 · 1 yr 9 mos
Blue Ocean Capital Management, LLC
September 2010 - February 2012 · 1 yr 5 mos
State Registrations14 states
AZCACTFLGAINMAMENCNJNYPASCVA
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.
More Advisors
Edward Massari - Financial Advisor | TrueAdvisor