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Albert Robert Maccani

World Investment Advisors, LLC

Vineland, NJ

CRD 2273961

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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 2025-10-16
  • NJ RA
    APPROVED
    Since 2025-10-16

Branch Locations

1537 South Delsea Drive, Vineland, NJ 08360 • 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
World Investments, Llc Lincroft NJ 10/2003 Present
Albert R. Maccani, Cpa Vineland NJ 07/1995 Present
World Investment Advisors, Llc Santa Barbara CA 10/2025 Present
  • 10/2003 → Present
    World Investments, Llc
    Lincroft, NJ
  • 07/1995 → Present
    Albert R. Maccani, Cpa
    Vineland, NJ
  • 10/2025 → Present
    Santa Barbara, CA
Other Businesses

ALBERT R. MACCANI, CPA 1537 SO. DELSEA DR., VINELAND, NJ 08360 CERTIFIED PUBLIC ACCOUNTANT - 04/1978 INVESTMENT RELATED ACCOUNTING & TAX RETURN PREPARATION FOR CLIENTS 80 HRS MONTH/80 HRS MONTH DURING MKT HRS WORLD/TFS INSURANCE 437 NEWMAN SPRINGS RD, LINCROFT, NJ 07738 INSURANCE AGENT -11/1/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 5 HRS MONTH/5 HRS MONTH DURING MKT HRS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-18
S63 Uniform Securities Agent State Law Examination 1996-08-30
  • S65 Uniform Investment Adviser Law Examination
    2000-12-18
  • S63 Uniform Securities Agent State Law Examination
    1996-08-30
Designations
  • Personal Financial Specialist

View on SEC IAPD

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