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Bailey Marie Leggo

World Investment Advisors, LLC

Tempe, AZ

CRD 7073879

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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
AZ RA APPROVED 2026-02-27
  • AZ RA
    APPROVED
    Since 2026-02-27

Branch Locations

1033 W Roosevelt Way 3Rd Floor, Tempe, AZ 85288 • 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
Mutual Of America Phoenix AZ 02/2018 04/2023
Hillstone Food Group Scottsdale AZ 12/2014 04/2019
Adventure Hunt Provo UT 01/2017 02/2018
Rei Tempe AZ 08/2013 01/2018
World Investment Advisors, Llc Santa Barbara CA 12/2025 Present
Yelp, Inc. Phoenix AZ 05/2022 12/2025
  • 02/2018 → 04/2023
    Mutual Of America
    Phoenix, AZ
  • 12/2014 → 04/2019
    Hillstone Food Group
    Scottsdale, AZ
  • 01/2017 → 02/2018
    Adventure Hunt
    Provo, UT
  • 08/2013 → 01/2018
    Rei
    Tempe, AZ
  • 12/2025 → Present
    World Investment Advisors, Llc
    Santa Barbara, CA
  • 05/2022 → 12/2025
    Yelp, Inc.
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-28
S63 Uniform Securities Agent State Law Examination 2019-04-18
  • S65 Uniform Investment Adviser Law Examination
    2026-01-28
  • S63 Uniform Securities Agent State Law Examination
    2019-04-18
Other Names
  • Bailey Leggo

View on SEC IAPD

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