Margaret Wierzbicki

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

• 07/2000 → Present
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 01/1996 → Present
  Margaret Wierzbicki, Cpa
  So. Orange, NJ
• 01/1996 → Present
  Ross Anglim Angelini & Co.
  Watchung, NJ

Other Businesses

MARGARET WIERZBICKI CPA 10 SLOAN ST, SOUTH ORANGE, NJ 07079 OWNER - 9/1/1996 INVESTMENT RELATED TAX AND ACCOUNTING PRACTICE COMMENCING SEPTEMBER 2000, I BEGAN PROVIDING INVESTMENT SERVICES TO MY TAX CLIENTS. TAX PREPARATION AND PLANNING 100 HRS MONTH/60 HRS DURING MKT HRS WORLD/TFS INSURANCE 437 NEWMAN SPRINGS RD, LINCROFT, NJ 07738 INSURANCE AGENT - 1/1/2025 INVESTMENT RELATED SALES AND SERVICE ON NON-VARIABLE INSURANCE & ANNUITIES 1 HR MONTH/1 HRS MONTH DURING MKT HRS ROSS ANGLIM ANGELINI & CO 775 MOUNTAIN BLVD., WATCHUNG, NJ 07069 ACCOUNTANT - 1/1996 INVESTMENT RELATED ACCOUNTING FIRM/TAX PREPARATION 40 HRS MONTH/36 HRS MONTH DURING MKT HRS RENTAL PROPERTY 8 ACORN STREET, WARETOWN, NJ SINGLE FAMILY RENTAL OWNER - 9/18/2025 COLLECT RENT, MANAGE PROPERTY AND PAY BILLS 1 HRS MONTH/0 HRS MONTH DURING MKT HRS CONTINGENT GUARDIAN 9/18/2025 GUARDIAN OF TAX CLIENT. I DO NOT PROVIDE ANY FINANCIAL PLANNING ADVICE TO HER. 0 HRS MONTH/0 HRS MONTH DURING MKT HRS

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-08-22

Designations

• Certified Financial Planner