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Evan Fitzpatrick

World Investment Advisors, LLC

Lansdale, PA

CRD 5397990

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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

AuthorityCategoryStatusDate
PA RA APPROVED 2021-12-03
  • PA RA
    APPROVED
    Since 2021-12-03

Branch Locations

Lansdale, PA • 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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 06/2020 07/2021
The Vanguard Group, Inc. Malvern PA 04/2011 05/2020
Sequoia Consulting Group San Mateo CA 08/2021 Present
  • 06/2020 → 07/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 04/2011 → 05/2020
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2021 → Present
    Sequoia Consulting Group
    San Mateo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-03
S63 Uniform Securities Agent State Law Examination 2020-08-28
  • S65 Uniform Investment Adviser Law Examination
    2021-12-03
  • S63 Uniform Securities Agent State Law Examination
    2020-08-28
Other Names
  • Evan Fitzpatrick
  • Evan John Fitzpatrick

View on SEC IAPD

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