Norman Lee Schneider

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1990 → Present
  Norman Schneider Cpa
  East Brunswick, NJ
• 10/2001 → Present
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Other Businesses

NORMAN SCHNEIDER, CPA CFP 77 MILLTOWN ROAD, EAST BRUNSWICK, NJ 08816 OWNER - 1/1/1987 INVESTMENT RELATED PROVIDE ACCOUNTING, BOOKKEEPING AND TAX PREPARATION FOR CLIENTS 40 HRS MONTH/40 HRS MONTH DURING MKT HRS WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE PRODUCER - 10/27/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 5 HRS MONTH/5 HRS MONTH DURING MKT HRS

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-10-09

Designations

• Certified Financial Planner