Jose R Da cruz
Investment adviser representative at International Assets Investment Management, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$2.6BFirm assets
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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
11 years in the industry.
- International Assets Investment Management, LLCFeb 2018 to now
- International Assets Advisory, LLCFeb 2018 to now
- MML Investors Services, LLCMar 2017 to Feb 2018
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Feb 2018
- Metlife Securities IncJun 2015 to Feb 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 5708542
- Firm CRD
- 144426