Harold James Klumbach

Current Employers

World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-10-31

NY RA
APPROVED

Since 2025-10-31

Branch Locations

437 Newman Springs Road, Lincroft, NJ 07738 • United States

900 South Avenue 3Rd Floor, Staten Island, NY 10314 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Voya Financial Advisors	Staten Island	NY	09/2014	12/2018
World Investments, Llc	Lincroft	NJ	01/2019	Present
World Investment Advisors, Llc	Lincroft	NJ	10/2025	Present

09/2014 → 12/2018

Voya Financial Advisors

Staten Island, NY
01/2019 → Present

World Investments, Llc

Lincroft, NJ
10/2025 → Present

World Investment Advisors, Llc

Lincroft, NJ

Previous Registrations

2017-03-15 → 2018-12-31

Voya Financial Advisors, Inc.

Charlotte, NC

Staten Island, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-03-04
S63	Uniform Securities Agent State Law Examination	1989-01-20

S65 Uniform Investment Adviser Law Examination

2017-03-04
S63 Uniform Securities Agent State Law Examination

1989-01-20

Other Names

Harry Klumbach
Harold J Klumbach

View on SEC IAPD