President/chief Operating Officer · International Assets Investment Management, LLC
Matthew Edward Lampman
CRD 6132493 · Named on Form ADV at 3 SEC-registered advisers
At a glance
International Assets Investment Management, LLC, an SEC-registered wealth manager based in Orlando, FL with $2.6 billion in regulatory assets, lists Matthew Edward Lampman on its Form ADV as President/chief Operating Officer, a control person. The SEC filings also name Matthew at 2 other registered advisers.
Firms and roles
- International Assets Investment Management, LLCPresident/chief Operating OfficerWealth manager · Orlando, FL · $2.6B in regulatory assets
- Global Assets Advisory, LLCPresident/chief Operating OfficerBroker-dealer firm · Orlando, FL · $552M in regulatory assets
- International Assets Advisory, LLCExecutive Vice President/chief Operating OfficerBroker-dealer firm · Orlando, FL · $0M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Edward Richard CofrancescoCEO, International Assets Investment Management, LLC
- Richard Jay WeissChief Compliance Officer, International Assets Investment Management, LLC
- Myra Pearle NicholsonChief Legal Officer, International Assets Investment Management, LLC
- David S WeinbergerChief Financial Officer, International Assets Investment Management, LLC
- Ann Katherine MooreChief Business Development Officer, International Assets Advisory, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.