Robert Daniel Stein
Investment adviser representative at International Assets Investment Management, LLC
3 yearsExperience
1 stateRegistered in
$2.6BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
3 years in the industry.
- International Assets Investment Management, LLCNov 2019 to now
- International Assets Advisory, LLCNov 2019 to now
- Cabot Lodge Securities LLCSep 2019 to Nov 2019
- Ifs SecuritiesMar 2016 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (OR).
International Assets Investment Management, LLC
$2.6BAssets managed
5,961Clients
100Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2741065
- Firm CRD
- 144426