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Theodore Joseph Durante

World Investment Advisors, LLC

Forked River, NJ

Lincroft, NJ

CRD 2024490

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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
NJ RA APPROVED 2025-07-09
  • NJ RA
    APPROVED
    Since 2025-07-09

Branch Locations

Forked River, NJ • United States

437 Newman Springs Rd., 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
Tfs Insurance Agency Lincroft NJ 06/1998 Present
World Investments, Llc Lincroft NJ 01/1999 Present
World Investment Advisors Santa Barbara CA 06/2025 Present
  • 06/1998 → Present
    Tfs Insurance Agency
    Lincroft, NJ
  • 01/1999 → Present
    World Investments, Llc
    Lincroft, NJ
  • 06/2025 → Present
    World Investment Advisors
    Santa Barbara, CA
Other Businesses

1.TFS INSURANCE AGENCY; 437 NEWMAN SPRINGS ROAD LINCROFT, NJ 07738; Non-Variable Insurance Sales; Insurance Agent; 1/1/2024; 40 hours per month; 20 hours during trading hours; Sales and service of non-variable insurance and annuity products. 2. Ocean County Vocational School; Investment Related; 137 Bey Lea Rd Toms River, NJ 08753; This is a Presentation on Basic Financial and Retirement Planning Fundamentals taught in a classroom setting. This is a nationally presented curriculum through our agreement with Broadridge who provide the course content; Adult Education Instructor; 3/11/2026; 1 hour per month; 0 hours during trading hours; Delivers classroom-based instruction on financial strategies for retirement planning. Responsibilities are limited to general education and discussion of financial concepts; no individualized investment advice, securities transactions, or client solicitation are conducted.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-02-27
S65 Uniform Investment Adviser Law Examination 1997-12-16
  • S63 Uniform Securities Agent State Law Examination
    1998-02-27
  • S65 Uniform Investment Adviser Law Examination
    1997-12-16
Designations
  • Certified Financial Planner
Other Names
  • Ted Durante (Jr)
  • Theodore Joseph Jr Durante

View on SEC IAPD

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