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World Investment Advisors, LLC CRD 208512
$71.6B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kevin Suszko & Co | Fort Lauderdale | FL | 10/1988 | Present |
| World Investments, Llc | Lincroft | NJ | 07/2004 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
KEVIN P SUSKO PC 3850 GALT OCEAN DRIVE, #710, FORT LAUDERDALE, FL 33308 OWNER/CPA PRACTICE - 1/1/2025 REVIEW TAX RETURNS PREPARED BY ENROLLED AGENT 20 HRS MONTH/10 HRS MONTH DURING MKT HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-25 |
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