RBC Capital Markets
47yrs
Top advisor by experience in Orlando
30yrs
Robert Stein
Full name on record: Robert Daniel Stein
Financial advisor at International Assets Investment Management
Robert Stein is a fiduciary financial advisor in Orlando, Florida, with 30 years in the industry. Robert joined International Assets Investment Management in 2019, after four years at SB Advisory and 13 years at Osaic Fa. International Assets Investment Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1039 advisors with offices in Orlando, and one of 968 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 14% by experience in Orlando
Office111 North Orange Avenue Suite 1000, Orlando, FL 32801
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$423,553
Advisors at the firm121
States licensed ?1 state
Services through International Assets Investment Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowInternational Assets Investment Management, LLCCurrent firm
- 2016 – 2019SB Advisory, LLCPreviously
- 2003 – 2016Osaic Fa, Inc.Previously
Contact Robert
(407) 254-1500International Assets Investment Management main office 111 North Orange Avenue Suite 1000Orlando, FL 32801Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call International Assets Investment Management at (407) 254-1500 and ask for Robert Stein. Robert works from the Orlando, FL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1996, about 30 years. Top 14% by experience in Orlando.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
International Assets Investment Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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