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Shannon Helman

World Investment Advisors, LLC

Boxford, MA

CRD 7123260

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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
MA RA APPROVED 2025-01-31
  • MA RA
    APPROVED
    Since 2025-01-31

Branch Locations

Boxford, MA • 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
Bain Capital Boston MA 06/2020 02/2022
Commonwealth Financial Network Waltham MA 02/2022 01/2025
Providence College Providence RI 08/2016 05/2020
Commonwealth Financial Network Waltham MA 05/2019 08/2019
Pensionmark Securities, Llc Santa Barbara CA 01/2025 Present
World Investment Advisors, Llc Santa Barbara CA 01/2025 Present
World Investments, Inc. Santa Barbara CA 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-09
  • S66 Uniform Combined State Law Examination
    2024-03-09
Other Names
  • Shannon Mcdonald

View on SEC IAPD

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