ML
ML

Matthew Edward Lampman

12 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Loading...

Location

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Matthew is an advisor at International Assets Investment Management LLC, SVP Operations at Global Assets Advisory, LLC, and COO at Primus Financial Services, LLC, spending about 10-20% of his time and minimal time respectively at those roles. He also owns Lampman Ventures LLC (DBA for tax purposes) and Lampman Holdings, LLC, spending minimal time on each.

Employment History
Current Registrations
Brooks, Houghton Securities, INC.
September 2025 - Present · 5 mos
Brooks, Houghton Securities, INC.Broker
September 2025 - Present · 5 mos
Primus Financial Services, LLCBroker
September 2021 - Present · 4 yrs 5 mos
International Assets Advisory, LLC
July 2020 - Present · 5 yrs 7 mos
Global Assets Advisory, LLC
May 2019 - Present · 6 yrs 9 mos
International Assets Investment Management, LLC
August 2016 - Present · 9 yrs 6 mos
International Assets Advisory, LLCBroker
April 2013 - Present · 12 yrs 10 mos
Previous Registrations
Tactical Investment Strategies LLC
February 2017 - March 2023 · 6 yrs 1 mo
Iaa Financial LLCBroker
August 2014 - December 2014 · 4 mos
State Registrations4 states
CTFLINSD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.