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Stephen Thomas Pavlich

Investment Adviser Representative at International Assets Investment Management, LLC

Boardman, OHCRD #1794852Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
38 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Stephen Thomas Pavlich is an investment adviser representative with International Assets Investment Management, LLC in Boardman, OH, where they have been registered since 2021. They have worked in the securities industry since 1988 and were previously registered with Lincoln Financial Advisors Corporation. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Ohio.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio
Broker:
4 states and territories

North Carolina, Ohio, Pennsylvania, South Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/9/1998
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/20/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/12/1988

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

International Assets Investment Management, LLCCurrent
8/16/2021 – Boardman, OH
Lincoln Financial Advisors Corporation
1/1/2000 – 3/29/2021Boardman, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Lincoln Financial Advisors Corporation
    Nov 1987 – Mar 2021Cleveland, OH
  2. International Assets Advisory, LLC
    Apr 2021 – no end date reportedBoardman, OH
  3. International Assets Investment Management, LLC
    Apr 2021 – no end date reportedBoardman, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About International Assets Investment Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$50,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
123
Offices listed on AdvisorFinder:
19
Main office:
Orlando, FL
SEC file number:
801-68114

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of January 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephen Thomas Pavlich has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Stephen Thomas Pavlich in Boardman, OH - Fees & Credentials