Kelsea Agnes Yeskevicz

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 05/2019
  University Of Rhode Island
  Kingston, SC
• 04/2013 → 07/2018
  Norton Restaurant Co.
  Worcester, MA
• 09/2017 → 05/2019
  Growing Children Of Rhode Island
  Wakefield, RI
• 06/2018 → 09/2018
  Fidelity Ivestments
  Smithfeild, RI
• 06/2019 → 10/2020
  Fidelity Investments
  Smithfield, RI
• 05/2017 → 08/2018
  Wicked Wing Co
  Worcester, MA
• 10/2020 → 06/2024
  Raymond James Financial Services, Inc.
  Westborough, MA
• 10/2020 → Present
  Boston Harbor Wealth Advisors
  Westborough, MA
• 06/2024 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 06/2024 → Present
  World Investments, Inc.
  Lincroft, NJ

Previous Registrations

• 2020-11-17 → 2024-06-28
  Raymond James Financial Services Advisors, Inc
  Westborough, MA

Other Businesses

1. Various; Investment Related; 1400 Computer Drive, Suite 201 Westborough, MA 01581; Life, Long-Term Care & Annuity Insurance; Insurance Agent; 6/27/2024; 12 hours per month; 2 hours during trading hours; Providing needed insurance products to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-13
• S63 Uniform Securities Agent State Law Examination
  2019-09-20

Other Names

• Kelsea Agnes Yeskevicz
• Kelsea Yeskevicz