Brendan Beagan

World Investment Advisors, LLC

CRD 7246154

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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

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-03-11

NJ RA
APPROVED

Since 2026-03-11

Branch Locations

1715 Highway 35 Suite 103, Middletown, NJ 07748 • 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, Inc	Lincroft	NJ	01/2025	Present
Novawealth	Middletown	NJ	01/2025	Present
Contractpodai	New York	NY	10/2021	12/2024
Clemson University	Clemson	SC	08/2017	10/2021
Northwestern Mutual	Greenville	SC	06/2020	02/2021
Student	Greenville	SC	06/2015	08/2017
World Investment Advisors, Llc	Santa Barbara	CA	03/2025	Present

01/2025 → Present

World Investments, Inc

Lincroft, NJ
01/2025 → Present

Novawealth

Middletown, NJ
10/2021 → 12/2024

Contractpodai

New York, NY
08/2017 → 10/2021

Clemson University

Clemson, SC
06/2020 → 02/2021

Northwestern Mutual

Greenville, SC
06/2015 → 08/2017

Student

Greenville, SC
03/2025 → Present

World Investment Advisors, Llc

Santa Barbara, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-02

S66 Uniform Combined State Law Examination

2026-03-02

View on SEC IAPD

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