Dan Csontos

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

• 12/2011 → 04/2019
  Dc Consulting
  Belle Mead, NJ
• 04/2019 → Present
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Previous Registrations

• 2013-11-18 → 2017-07-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Boston, MA
  Pennington, NJ
  Pennington, NJ
• 2004-12-16 → 2011-12-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ
• 2003-04-14 → 2004-12-15
  Merrill Lynch Investment Managers Lp
  Plainsboro, NJ

Other Businesses

WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 10/20/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 20 HRS MONTH/2 HRS MONTH DURING MKT HRS

Exams

• S66 Uniform Combined State Law Examination
  2003-03-12
• S63 Uniform Securities Agent State Law Examination
  1997-10-06

Other Names

• Daniel F Csontos
• Daniel Csontos