Richard Habib

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

• 11/1992 → 03/2021
  Guardian Life Insurance Company
  Woodbury, NY
• 05/1999 → 03/2021
  Park Avenue Securities Llc
  Woodbury, NY
• 03/2021 → Present
  Guardian Life Insurance Company
  Melville, NY
• 03/2021 → Present
  Park Avenue Securities
  Melville, NY
• 06/2022 → Present
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → Present
  World Investment Advisors, Llc
  Lincroft, NJ

Previous Registrations

• 2006-07-10 → 2022-06-28
  Park Avenue Securities Llc
  Staten Island, NY
  Woodbury, NY
  Woodbury, NY
  Melville, NY

Other Businesses

INDEPENDENT INSURANCE AGENT 15 SANTO COURT, STATEN ISLAND, NY 10306 INVESTMENT RELATED SALES AND SERVICES OF NON-VARIABLE INSURANCE & ANNUITIES 60 HRS MONTH/60 HRS MONTH DURING MKT HRS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1990-11-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant