Steven Arthur Newman

Current Employers

World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-11-12
NJ	RA	APPROVED	2025-10-22

FL RA
APPROVED

Since 2025-11-12
NJ RA
APPROVED

Since 2025-10-22

Branch Locations

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Tampa, FL • United States

Disclosures

5 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
World Investments, Llc	Lincroft	NJ	01/2014	Present
World Investment Advisors, Llc	Santa Barbara	CA	10/2025	Present

01/2014 → Present

World Investments, Llc

Lincroft, NJ
10/2025 → Present

World Investment Advisors, Llc

Santa Barbara, CA

Previous Registrations

2008-02-29 → 2013-12-13

Lpl Financial Llc

Toms River, NJ
2005-10-14 → 2008-03-03

Banc Of America Investment Services, Inc.

Sea Girt, NJ

Point Pleasant, NJ

Sea Girt, NJ

East Brunswick, NJ
2003-04-10 → 2003-10-17

New York Life Investment Management Llc

Parsippany, NJ

Other Businesses

WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 10/14/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 160 HRS MONTH/120 HRS MONTH DURING MKT HRS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-03-31
S63	Uniform Securities Agent State Law Examination	1998-05-20

S65 Uniform Investment Adviser Law Examination

2003-03-31
S63 Uniform Securities Agent State Law Examination

1998-05-20

View on SEC IAPD