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Ryan Patrick Otoole

World Investment Advisors, LLC

New York, NY

CRD 6417292

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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
NY RA APPROVED 2022-10-24
CT RA APPROVED 2020-12-23
  • NY RA
    APPROVED
    Since 2022-10-24
  • CT RA
    APPROVED
    Since 2020-12-23

Branch Locations

158 W 27Th St. 5Th Floor, New York, NY 10001 • 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
Morgan Stanley New York NY 06/2016 12/2020
Pensionmark Financial Group Santa Barbara CA 12/2020 Present
Pensionmark Securities Santa Barbara CA 12/2020 Present
  • 06/2016 → 12/2020
    Morgan Stanley
    New York, NY
  • 12/2020 → Present
    Pensionmark Financial Group
    Santa Barbara, CA
  • 12/2020 → Present
    Pensionmark Securities
    Santa Barbara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-23
  • S66 Uniform Combined State Law Examination
    2016-05-23
Other Names
  • Ryan Otoole
  • Ryan O'TOole

View on SEC IAPD

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