Robert J Scherzer

Current Employers

Employment History

• 04/2014 → 12/2016
  Ridge Retirement Consultants, Llc
  New York, NY
• 05/2016 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 08/2019 → 10/2025
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Llc
  New York, NY

Previous Registrations

• 2015-02-06 → 2016-12-31
  Ridge Retirement Consultants, Llc
  New York, NY

Other Businesses

(1) Outside Non-variable insurance sales; Investment Related; 1700 Broadway, 7th Floor New York, NY 10019; Non-Variable Insurance and Annuities; Insurance Agent; 5/3/2016; 2 hours per month; 2 hours during trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments. (2) NY Alliance; Non-Investment related; 399 Park Ave New York, NY 10022; 5/24/2019; Business Networking Group; Member; Serve on the board to make sure that the group runs efficiently; 8 hours per month; 5 hours during market hours (3) Ridge Retirement Consultants, LLC; Investment Related; 1700 Broadway, 7th Floor, New York, NY 10019; Legal Entity used to pay business expenses and salaries; Managing Partner; 4/7/2014; 20 hours per month; 20 hours during trading hours; Pay business expenses, salaries etc. This is not held out to the public.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-11-13
• S65 Uniform Investment Adviser Law Examination
  2017-11-27

Other Names

• Robert Jeffrey Scherzer