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Vivek Vishal

World Investment Advisors, LLC

New York, NY

Lincroft, NJ

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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-26
  • NY RA
    APPROVED
    Since 2025-03-26

Branch Locations

132 W 31St St 12Th Floor, New York, NY 10001 • United States

437 Newman Springs Road, Lincroft, NJ 07738 • 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
Chernoff Diamond Uniondal NY 01/2011 08/2017
M Holdings Securities, Inc. Portland OR 02/2014 08/2017
Cherry Bekaert - Chernoff Diamond, Llc Dba Cherry Bekaert Benefi Uniondale NY 09/2013 08/2017
Sentinel Benefits & Financial Group New York NY 09/2017 12/2022
Creative Planning, Llc Overland Park KS 12/2022 03/2025
World Investment Advisors, Llc Lincroft NJ 03/2025 Present
  • 01/2011 → 08/2017
    Chernoff Diamond
    Uniondal, NY
  • 02/2014 → 08/2017
    M Holdings Securities, Inc.
    Portland, OR
  • 09/2013 → 08/2017
    Cherry Bekaert - Chernoff Diamond, Llc Dba Cherry Bekaert Benefi
    Uniondale, NY
  • 09/2017 → 12/2022
    Sentinel Benefits & Financial Group
    New York, NY
  • 12/2022 → 03/2025
    Creative Planning, Llc
    Overland Park, KS
  • 03/2025 → Present
    World Investment Advisors, Llc
    Lincroft, NJ
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-06-30
S65 Uniform Investment Adviser Law Examination 2015-01-13
  • S63 Uniform Securities Agent State Law Examination
    2020-06-30
  • S65 Uniform Investment Adviser Law Examination
    2015-01-13

View on SEC IAPD

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