Our Partners

 

Our goal is to provide the best possible experience to our clients. The Coral Wealth Management has established partnerships with other organizations that allow us to provide a complete package of financial solutions to our clients. These institutions provide our firm with a wide range of services, from custodial services, best in class technology, access to the capital markets, nonproprietary financial products and services, research and market data, compliance and operational support, to local and personalized customer service support.

 

 

CLIENT CUSTODIAN

RBC Correspondent Services

 

 

 

 

RBC is the sixth largest bank in North America and the15th largest bank in the world in terms of market capitalization. RBC employs approximately 78,000 full time and part time employees who serve more than 16 million personal, business,public sector and institutional clients worldwide — making it a respected global leader in diversified financial services. RBC Correspondent Services has been providing clearing and custody solutions to independed broker dealers since 1979. Its financial strength, sound risk management policies, strong balance sheet, diversified business mix, and performance relative to its peers has been, and should be a source of confidence for you.

 

 

BROKER DEALER

 

 

 

 

International Assets Advisory, LLC (IAA) is an independent full service brokerage and money management firm. IAA was founded in 1982 and is registered under the Securities Act of 1934.

From their offices in Orlando, IAA serves thousands of clients and independent financial advisors through the country and around the world. IAA provides support with compliance, operations, and the day to day management of clients and financial transactions.