David Chin
Financial advisor at International Assets Investment Management, LLC
Last updated 2026-10-10
Claim your profileDavid Chin is a financial advisor at International Assets Investment Management, LLC, CRD 1380575. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2007-01-22.
Registration
- CRD number
- 1380575
- Registration status
- Active
- IAPD registration
- 2007-01-22
- Industry Experience
- 19 years
- Work Experience
- 18 years
- States registered
- NJ, NY
Licenses and exams
- Series 63
- Series 66
Designations
- CFP®
Work history
- 2008-10 to Present · Raymond James Financial Services, Inc · New York, NY
- 2009-01 to Present · Raymond James Financial Services Advisors, Inc · Saint Petersburg, FL
- 2009-03 to Present · Insurance Non-Variable · New York, NY
- 2010-07 to Present · International Assets Advisory LLC · Orlando, FL
Current employment
- International Assets Investment Management, LLC · Orlando, FL
- Global Assets Advisory, LLC · Orlando, FL
International Assets Investment Management, LLC
- Regulatory AUM
- $2,569,430,562
- Registered advisors
- 122
- Offices
- 104
- Clients per advisor
- 48.9 (Low)
- Average AUM per client
- $431K (Low)
- High-net-worth client ratio
- 34.8% (Moderate)
International Assets Investment Management, LLC: advisors, services and reported ETF investments
About
David Chin is a CFP® financial advisor at International Assets Investment Management, LLC. Reported securities licenses include Series 63 and Series 66. The latest record indicates 19 years of industry experience and 18 years of reported work history. Reported roles include International Assets Advisory LLC, Insurance Non-Variable, Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Inc.
SEC disclosures list additional business and community activities: 1) International Assets Investment Management Llc 111 N Orange Ave.
International Assets Investment Management, LLC's firm-level Form ADV reports 122 advisors across 104 offices; approximately 48.9 clients per advisor, average assets per client of $431,040, and regulatory AUM of $2.6B; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $593.2M across 856 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Chin personally.
Reported ETF positions
International Assets reports 856 ETF positions worth $593.2M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QQQ — Invesco QQQ Trust, Series 1 | $44.4M |
| SPY — SPDR S&P 500 ETF TRUST | $25.3M |
| VOO — Vanguard S&P 500 ETF | $19.5M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $15.4M |
| IVV — iShares Core S&P 500 ETF | $14.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
International Assets's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $4.6M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $672.7K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $804.1K | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $2.5M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by International Assets Investment Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Lawyer or Law Firm
- Insurance Company or Agency
Contact
The firm's filed contact details.
- Phone: 407-254-1500
- Website: iaac.com
Official record
Are you David Chin?
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