MP
Michael F. Petramalo
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT
DAYTONA BEACH, FL
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CRD#: 1529214
MP
Professional summary
Michael Fredrick Petramalo is a registered financial advisor currently at INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC located in Daytona Beach, Florida and INTERNATIONAL ASSETS ADVISORY, LLC located in Daytona Beach, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Michael has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) MFP ADVISORY GROUP, LLC 2055 S. ATLANTIC AVENUE, UNIT 706, DAYTONA BEACH, FL 32118 - COACHING, CONSULTING AND PLACEMENT SERVICES - PRESIDENT/100% OWNER SINCE 12/2015 - APPROX 40 HRS/MO. 2) NEXT LEVEL ADVISOR COACHING 2055 S. ATLANTIC AVENUE, UNIT 706, DAYTONA BEACH, FL 32118 - COACHING AND CONSULTING SERVICES FOR ADVISORS AND FIRMS - OWNER/PRESIDENT SINCE 12/2017 - APPROX 40 HRS/MO - COMPENSATED PER AGREEMENT WITH INDIVIDUALS OR FIRMS 3) ONE SEVEN, LLC 24400 CHARGIN BLVD, STE. 200, BEACHWOOD, OH 44122 - REGISTERED INVESTMENT ADVISORY - CO-PRESIDENT SINCE 6/2018 - MENTORING AND OPERATIONS OVERSIGHT - APPROX 80 HRS/MO - SALARIED 4) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - IAA AFFILIATED RIA - OPERATIONS LIASON SINCE 6/2017 - APPROX 120 HRS/MO - SALARIED
CRS (Client Relationship Summary) - RIA
Click below to view Michael Fredrick Petramalo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 8, 2017 - Present
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 144426
DAYTONA BEACH, FL
Current
October 25, 2016 - Present
INTERNATIONAL ASSETS ADVISORY, LLC
RIA
BD
CRD#: 10645
DAYTONA BEACH, FL
Past
May 14, 2014 - December 9, 2015
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
TAMPA, FL
Past
April 16, 2014 - December 9, 2015
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
TAMPA, FL
Past
January 28, 2010 - April 15, 2014
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MIAMI, FL
Past
January 20, 2010 - April 15, 2014
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MIAMI, FL
Past
June 1, 2009 - December 2, 2009
MORGAN STANLEY
RIA
CRD#: 149777
NAPLES, FL
Past
June 1, 2009 - December 2, 2009
MORGAN STANLEY
BD
CRD#: 149777
NAPLES, FL
Past
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
NAPLES, FL
Past
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
NAPLES, FL
Past
March 24, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
NAPLES, FL
Past
March 7, 2003 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
NAPLES, FL
Past
September 11, 1995 - March 7, 2003
M&T SECURITIES, INC.
BD
CRD#: 17358
BALTIMORE, MD
Past
September 20, 1993 - September 14, 1995
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
LONG ISLAND CITY, NY
Past
April 23, 1992 - October 14, 1993
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
A. JOSEPH MARGOLIS LLC | WOODS ASSOCIATES | WINN PARTNERS FINANCIAL GROUP | W.J. CONN CAPITAL | VITAL GUIDANCE INC. | VERMONT WEALTH MANAGEMENT | UNITED WEALTH MANAGEMENT | TOUSSAINT FINANCIAL | THE FINANCIAL NETWORK | T. SPENCER SAMUELS INSURANCE & FINANCIAL SVCS. | SULLIVAN WEALTH STRATEGIES | STERLING NOBLE WEALTH MANAGEMENT | STEED WEALTH MANAGEMENT, LLC | SPENCER SAMUELS INSURANCE & FINANCIAL SERVICES | SHILLIN WEALTH MANAGEMENT | SEASIDE WEALTH MANAGEMENT, LLC | ROCKPORT GLOBAL LLC | ROCKBRIDGE WEALTH MANAGEMENT | RISING SUN WEALTH MANAGEMENT | RICH WEALTH MANAGEMENT | REVOLUTION ADVISOR, LLC | RAPPAPORT WEALTH MANAGEMENT | RAND GROUP FINANCIAL | POTOCSNY FINANCIAL GROUP | PORTER-RAY GROUP | PLATINUM INVESTMENTS, LLC | PATHLIGHT INVESTING | O'NEIL WEALTH SERVICES, LLC | NOLA FINANCIAL WEALTH MANAGEMENT | NICHOLS FINANCIAL GROUP, INC | NELSON FINANCIAL SERVICES | MOUNTAIN PEAK FINANCIAL SOLUTIONS | MONARCH RETIREMENT | MONARCH ADVISORY SERVICES FINANCIAL, LLC | MIDWEST FINANCIAL MANAGEMENT | MCW WEALTH MANAGEMENT | MADDOX INVESTMENT SERVICES | MACEDON FINANCIAL MANAGEMENT, LLC | LR VASSALLO & ASSOC | LOYAL TRUST PRIVATE WEALTH | LINDBLOOM INVESTMENT SERVICES, LLC | LEGACY PARK WEALTH | KNAPP FINANCIAL GROUP LLC | KEYARX GROUP | JANSEN WEALTH MANAGEMENT, LLC | JAMES E. BASHAW & CO | JAG SHORE ENTERPRISES | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | INTEGRAL WEALTH PLANNING, LLC | INTEGRAL WEALTH PLANNING LLC | INSIGHT PRIVATE WEALTH | IAA WEALTH MANAGEMENT | HUSTAD WEALTH MANAGEMENT | HELIOS CAPITAL ADVISORS, LLC | HARRISON FINANCIAL MANAGEMENT, LLC | HALL WEALTH ADVISORS | GULF COAST WEALTH ADVISORS | GRANITE WEALTH MANAGEMENT | GPS WEALTH MANAGEMENT | GOLD LEAF INVESTMENTS | GLOBULL INVESTMENTS | G2 RAMPART CONSULTING, LLC | FYLLING WEALTH MANAGEMENT, LLC | FULCRUM PONT FIXED INCOME GROUP | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | FFS ADVISORY | EPSTEIN & KOLACZ WEALTH MANAGEMENT | EMPOWER BROKERAGE INC. | ELEVATE PRIVATE WEALTH GROUP, LLC | ECL PRIVATE WEALTH MANAGEMENT | DPR WEALTH MANAGEMENT | DIXON FINANCIAL PARTNERS | DENISON FINANCIAL | DANTAS ADVISORY | CONFIDENT TRUST FINANCIAL GROUP | CHOICE FINANCIAL SERVICES | C A ROSS WEALTH MANAGEMENT GROUP | BYRER WEALTH MANAGEMENT, LLC | BUTCHER FINANCIAL, LLC | BURGESSER WEALTH MANAGEMENT, INC | BRIN FINANCIAL | BOURQUE WEALTH SOLUTIONS, LLC | BLACOR USA | BECKERMAN & ASSOCIATES, LLC | ATX FINANCIAL | ATLANTIC WEALTH MANAGEMENT, INC. | ARTHUR MORRIS LIFESTYLE WEALTH MANAGEMENT, LLC | ARROW ADVISORS | AMERICAN RETIREMENT SOLUTIONS OF GEORGIA | AINE PRIVATE WEALTH, LLC | AFACAN WEALTH MANAGEMENT
CRD#: 144426 / SEC#: 801-68114
RIA
Registered Investment Advisory firm - (7/5/2007 Approved)New Jersey
Registered Investment Advisory firm - (9/7/2010 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(3/2/2017)
IAR
Florida(8/8/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IA
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
A. JOSEPH MARGOLIS LLC | WOODS ASSOCIATES | WINN PARTNERS FINANCIAL GROUP | W.J. CONN CAPITAL | VITAL GUIDANCE INC. | VERMONT WEALTH MANAGEMENT | UNITED WEALTH MANAGEMENT | TOUSSAINT FINANCIAL | THE FINANCIAL NETWORK | T. SPENCER SAMUELS INSURANCE & FINANCIAL SVCS. | SULLIVAN WEALTH STRATEGIES | STERLING NOBLE WEALTH MANAGEMENT | STEED WEALTH MANAGEMENT, LLC | SPENCER SAMUELS INSURANCE & FINANCIAL SERVICES | SHILLIN WEALTH MANAGEMENT | SEASIDE WEALTH MANAGEMENT, LLC | ROCKPORT GLOBAL LLC | ROCKBRIDGE WEALTH MANAGEMENT | RISING SUN WEALTH MANAGEMENT | RICH WEALTH MANAGEMENT | REVOLUTION ADVISOR, LLC | RAPPAPORT WEALTH MANAGEMENT | RAND GROUP FINANCIAL | POTOCSNY FINANCIAL GROUP | PORTER-RAY GROUP | PLATINUM INVESTMENTS, LLC | PATHLIGHT INVESTING | O'NEIL WEALTH SERVICES, LLC | NOLA FINANCIAL WEALTH MANAGEMENT | NICHOLS FINANCIAL GROUP, INC | NELSON FINANCIAL SERVICES | MOUNTAIN PEAK FINANCIAL SOLUTIONS | MONARCH RETIREMENT | MONARCH ADVISORY SERVICES FINANCIAL, LLC | MIDWEST FINANCIAL MANAGEMENT | MCW WEALTH MANAGEMENT | MADDOX INVESTMENT SERVICES | MACEDON FINANCIAL MANAGEMENT, LLC | LR VASSALLO & ASSOC | LOYAL TRUST PRIVATE WEALTH | LINDBLOOM INVESTMENT SERVICES, LLC | LEGACY PARK WEALTH | KNAPP FINANCIAL GROUP LLC | KEYARX GROUP | JANSEN WEALTH MANAGEMENT, LLC | JAMES E. BASHAW & CO | JAG SHORE ENTERPRISES | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | INTEGRAL WEALTH PLANNING, LLC | INTEGRAL WEALTH PLANNING LLC | INSIGHT PRIVATE WEALTH | IAA WEALTH MANAGEMENT | HUSTAD WEALTH MANAGEMENT | HELIOS CAPITAL ADVISORS, LLC | HARRISON FINANCIAL MANAGEMENT, LLC | HALL WEALTH ADVISORS | GULF COAST WEALTH ADVISORS | GRANITE WEALTH MANAGEMENT | GPS WEALTH MANAGEMENT | GOLD LEAF INVESTMENTS | GLOBULL INVESTMENTS | G2 RAMPART CONSULTING, LLC | FYLLING WEALTH MANAGEMENT, LLC | FULCRUM PONT FIXED INCOME GROUP | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | FFS ADVISORY | EPSTEIN & KOLACZ WEALTH MANAGEMENT | EMPOWER BROKERAGE INC. | ELEVATE PRIVATE WEALTH GROUP, LLC | ECL PRIVATE WEALTH MANAGEMENT | DPR WEALTH MANAGEMENT | DIXON FINANCIAL PARTNERS | DENISON FINANCIAL | DANTAS ADVISORY | CONFIDENT TRUST FINANCIAL GROUP | CHOICE FINANCIAL SERVICES | C A ROSS WEALTH MANAGEMENT GROUP | BYRER WEALTH MANAGEMENT, LLC | BUTCHER FINANCIAL, LLC | BURGESSER WEALTH MANAGEMENT, INC | BRIN FINANCIAL | BOURQUE WEALTH SOLUTIONS, LLC | BLACOR USA | BECKERMAN & ASSOCIATES, LLC | ATX FINANCIAL | ATLANTIC WEALTH MANAGEMENT, INC. | ARTHUR MORRIS LIFESTYLE WEALTH MANAGEMENT, LLC | ARROW ADVISORS | AMERICAN RETIREMENT SOLUTIONS OF GEORGIA | AINE PRIVATE WEALTH, LLC | AFACAN WEALTH MANAGEMENT
CRD#: 144426 / SEC#: 801-68114
RIA
Registered Investment Advisory firm - (7/5/2007 Approved)New Jersey
Registered Investment Advisory firm - (9/7/2010 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 North Orange Avenue Suite 1000, Orlando, FL 32801
Mailing Address
Phone number
(407) 254-1500
Established
Firm type
Fiscal year end
# of Employees
128
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,359 |
| AUM (Assets Under Management) | $ 2,212,521,886 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
