Robert D'andria, financial advisor Spring Lake NJ
38 score

Robert D'andria

CRD Number: 1916172
Current Firm: International Assets Investment Management, LLC

Robert D'andria (CRD# 1916172) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Spring Lake, NJ and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
International Assets Advisory LLC Orlando, FL Jul 2010 - Current 6
Westminster Financial Advisory Corporation Vandalia, OH Mar 2010 - Current 6
Westminster Financial Securities, Inc. Vandalia, OH Mar 2010 - Jul 2010 < 1
Gunnallen Financial, Inc. Tampa, FL Aug 2003 - Mar 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
S66 NASAA Uniform Combined State Law Examination Dec 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Robert J. D'andria
Phone Number: 407-254-1516
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    198
    MILLIONS
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $195,064
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
38

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