Kacie Lynn Burger

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

• 11/2007 → 09/2019
  The Vanguard Group, Inc.
  Malvern, PA
• 09/2019 → 08/2022
  The Vanguard Group, Inc.
  Ambler, PA
• 08/2022 → Present
  Sequoia Consulting Services
  San Mateo, CA
• 08/2022 → Present
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 08/2022 → Present
  Pensionmark Financial Group
  Santa Barbara, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-11-29

Designations

• Certified Financial Planner

Other Names

• Kacie Daley
• Kacie L. Daley