Prashant J Ravani

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

• 08/2007 → 04/2023
  Cbiz Financial Solutions Inc
  Cumberland, MD
• 04/2023 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 04/2023 → 11/2025
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Inc.
  Santa Barbara, CA

Previous Registrations

• 2007-08-17 → 2023-04-05
  Cbiz Financial Solutions, Inc.
  Los Angeles, CA
  San Jose, CA
• 2017-08-14 → 2023-04-05
  Cbiz Investment Advisory Services, Llc
  Cleveland, OH

Other Businesses

1. Ravani Retirement & Wealth Solutions; Investment Related; 24 East Cota St., Suite 200 Santa Barbara, CA 93101; Retirement Plan & Wealth Consulting; Managing Director; 4/5/2023; 160 hours per month; 120 hours during trading hours; Provide Retirement Plan & Wealth Management consulting services for organizations and individuals. OBA's 2-5; The types of topics I would provide feedback on are QDIAs, CITs, RIA structure, to name a few. Anything I discuss is general in nature & does not involve confidential information. Acting in a consultative capacity to provide expert feedback to various organizations that want to know more about the financial services industry. 2. GLG; Investment Related; 60 East 42nd Street, 3rd Floor, NY, NY 10165; GLG (Gerson Lehrman Group, Inc.) is a financial & global information services company that provides financial information & advises investors & consultants with business clients seeking expert advice. GLG's experts include asset managers, investors, consultants, physicians, scientists, engineers, lawyers, senior current & former c-level executives, & former government members. Consultant; 7/31/2024; 1 hr/mo/trdg/hrs. 3. Tegus; Investment Related; 200 N LaSalle Street, Suite 1100, Chicago, IL 60601; Tegus is the leading provider of primary business & market intelligence for key decision makers. Tegus conducts research & collects data to provide the largest & most comprehensive primary information platform available, enabling clients to discover answers to their most challenging questions faster & more efficiently than anywhere else. Consultant; 7/31/2024; 1 hr/mo./trdg/hrs. 4. AlphaSights; Investment Related; 351 California Street, Suite 200, San Francisco, CA 94104; AlphaSights is an information services company, specializing in connecting clients with experts, sometimes referred to as an expert network. The company's clients include professionals operating in management & strategy consulting, Investment management, private equity, corporate & professional services firms with interests in a range of markets including technology, industrials, consumer goods, telecommunications, utilities, financial services, healthcare, consumer services, basic materials, & oil & gas. Consultant; 7/31/2024; 1 hr/mo/trdg/hrs. 5. Insights Driven Research; Investment Related; 66 Hudson Blvd E (Spiral Building), 24th Floor New York, NY 10001; IDR is a global expert network working with leading organizations including corporations, consultancies, market research firms, financial institutions, law firms, & others. What sets IDR apart is our unique ability to custom recruit & to identify experts quickly & efficiently, helping clients meet their deadlines, access the right stakeholders & achieve key business objectives; Consultant; 9/13/2024; 1 hr/mo/trdg hrs.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-05-02

Designations

• Certified Financial Planner

Other Names

• Prashant Bhupendra Jariwala
• Prashant Bhupendra Jari