Bipin Patel

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:

Current Employers

World Investment Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APP_PEND_IARCE	2026-01-01

NJ RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

East Brunswick, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
World Investments, Llc	Lincroft	NJ	02/2009	Present
World Investment Advisors, Llc	Santa Barbara	CA	10/2025	Present

02/2009 → Present

World Investments, Llc

Lincroft, NJ
10/2025 → Present

World Investment Advisors, Llc

Santa Barbara, CA

Previous Registrations

2007-12-04 → 2008-12-31

1St Discount Brokerage, Inc.

Essex Junction, VT

Helen, GA

Lake Worth, FL

East Brunswick, NJ

Lake Worth, FL

Other Businesses

CRC BENEFITS/BENEFITMALL 354 EISENHOWER PKWAY, LIVINGSTON NJ 07039 HEALTH INSURANCE AGENT - 10/1/2016 SALES AND SERVICE OF MEDICAL HEALTH INSURANCE 100 HRS MONTH/12 HRS MONTH DURING MKT HRS WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-08-13

S66 Uniform Combined State Law Examination

2003-08-13

View on SEC IAPD