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  INVESTMENT CONSULTATION SERVICES  

We provide brokerage and investment advisory services through International Assets Advisory, LLC (IAA).

IAA is an independent broker/dealer headquartered in Orlando, FL that was formed in 1982. The firm currently services several thousand clients both here in the United States, and around the world, and has over $250 million in assets under management. IAA offers a wide array of global investment opportunities including domestic and foreign equity and fixed income securities.

IAA has engaged Pershing LLC to provide clearing services. Pershing LLC is a leading global provider of financial business solutions for more than 1,150 institutional and retail financial organizations and independent registered investment advisors who collectively represent over five million active investors. Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation. Both IAA and Pershing are members of FINRA and SIPC.

Through this relationship, Seaside Wealth Management is able to provide extensive resources to compliment our expertise and knowledge of our client’s needs. Our IAA Financial Consultants also have access to cutting-edge technology, a diverse realm of industry experts and a comprehensive selection of investment alternatives to help our clients meet their investment objectives including:

  • Traditional Brokerage
    A full range of stocks, bonds, unit investment trusts and mutual funds
  • Investment Research
    Industry-leading research on equities, open-end and closed-end mutual funds
  • Investment Advisory Services
    Asset-based programs to fit our clients' unique needs
  • Tax Advantaged Investment
    A full range of both tax deferred and tax advantaged investments
Securities and Investment Advisory Services offered through International Assets Advisory, LLC
member FINRA/SIPC, an Independent Broker/Dealer and are:
Not FDIC insured
NOT Guaranteed by Seaside National Bank & Trust
Subject to risk and may lose value