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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Army Reserves | Staten Island | NY | 09/2015 | 06/2024 |
| World Invesments, Llc | Lincroft | NJ | 09/2017 | Present |
| World Investment Advisors, Llc | Lincroft | NJ | 10/2025 | Present |
1. AUGUSTA PARTNERS PROPERTY MANAGEMENT; NON-INVESTMENT RELATED; 4514 HARROWGATE DRIVE, GROVETOWN, GA 30813; RENTAL POPERTY; PROPERTY OWNER; 11/23/2011; 8 HRS MONTH/0 HRS MONTH DURING MKT HRS; PROPERTY IS UNDER THE SUPERVISION OF A PROPERTY MANAGEMENT COMPANY IN THE LOCAL AREA 2. Outside Non-Variable Insurance Sales; INVESTMENT RELATED; 41 DAHL TERRACE NEWFIELD, NJ 08344; NON-VARIABLE INSURANCE SALES; INSURANCE AGENT - 5/1/2025; 20 HRS MONTH/10 HRS MONTH DURING MKT HRS; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-07 |
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