Dylan James Mosby

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

• 02/1998 → 07/2021
  Fidelity Brokerage Services, Inc.
  Braintree, MA
• 01/2008 → 06/2021
  Fidelity Brokerage Services Llc
  Covington, KY
• 01/2023 → 08/2025
  Capital Research & Consulting Llc
  Pasadena, CA
• 07/2021 → 06/2022
  Retired
  Cincinnati, OH
• 06/2022 → Present
  Ledgewood Partners
  Cincinnati, OH
• 07/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Previous Registrations

• 2023-02-15 → 2025-10-03
  Capital Research & Consulting Llc
  Cincinnati, OH
  Pasadena, CA
• 2000-01-13 → 2006-09-18
  Strategic Advisers Llc
  Chicago, IL

Other Businesses

1. Ledgewood Partners; Non-Investment Related; Cincinnati, OH 45229; Erisa Legal Matters; Expert Witness/Principal Consultant; 8/13/2025; 10 hours per month; 10 hours during trading hours; I serve as an expert witness for ERISA legal matters. Generally writing reports, being deposed and participating in trials.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-24
• S63 Uniform Securities Agent State Law Examination
  1996-12-05