Paul William Kurzon

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

• 08/1984 → Present
  Accounting & Tax Preparation
  Old Bridge, NJ
• 11/2001 → Present
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Other Businesses

1.Outside Non-Variable Insurance Sales: Investment Related; 6 Bard Pl Old Bridge, NJ 088857; Non-Variable Insurance and Annuities; Insurance Agent; 11/1/2025; 5 hours per month; 5 hours during trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments. 2. Kurzon Accounting and Tax Preparation Services; Investment Related; 6 Bard Pl Old Bridge NJ 08857; Tax and Accounting Practice; Tax Preparer; 20-30 hours per month; 20-30 hours during trading hours; Provide clients with tax and accounting services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-02
• S63 Uniform Securities Agent State Law Examination
  1998-07-24