Anatoly Khait

Employer firm

Prospera Financial Services, Inc. CRD 10740

$12.4B regulatory AUM 14 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

• 05/2002 → Present
  Eco Tax Inc
  Brooklyn, NY
• 02/2014 → 02/2026
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → 02/2026
  World Investment Advisors, Llc
  Santa Barbara, CA
• 02/2026 → Present
  Prospera Financial Services Inc.
  Dallas, TX

Previous Registrations

• 2025-11-07 → 2026-02-23
  World Investment Advisors, Llc
  Brooklyn, NY
• 2014-02-12 → 2025-12-03
  World Investments, Llc
  Bayonne, NJ
  Brooklyn, NY
  New York, NY
  Fair Lawn, NJ
• 2012-09-20 → 2014-02-11
  First Allied Advisory Services, Inc.
  Staten Island, NY
• 2010-06-18 → 2010-12-14
  Voya Financial Advisors, Inc.
  Brooklyn, NY
  Brooklyn, NY
  Windsor, CT
  White Plains, NY

Other Businesses

Eco-Tax, Inc; Investment Related - No; 3121 Ocean Ave. Suite 303; Brooklyn, NY 11235; Tax & Accounting Firm; Owner; CEO; 12/2002; 160 Hours per Month; 100 During Trading Hours; Provide Tax and accounting services to individuals and small business owners nationwide. Independent Insurance Agent - Investment Related - No; 3121 Ocean Ave. Suite 303; Brooklyn, NY 11235; Insurance Agent; Owner; 12/2008; 2 Hours Per Month; 2 During Trading Hours; Sales of Fixed insurance.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-27
• S63 Uniform Securities Agent State Law Examination
  2000-10-18

Designations

• Personal Financial Specialist

Other Names

• Tony Khait