Gerald Morlitz

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

• 01/1990 → 01/2018
  Mass Mutual Life Insurance Company
  Lake Worth, FL
• 10/1992 → 01/2022
  Mml Investors Services, Llc
  Lake Worth, FL
• 01/2022 → 07/2024
  American Portfolios Financial Services
  Holbrook, NY
• 07/2024 → Present
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Previous Registrations

• 2023-09-26 → 2024-07-02
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2020-10-27 → 2022-01-05
  Mml Investors Services, Llc
  New York, NY
  New York, NY
  Lake Worth, FL

Other Businesses

GERALD MORLITZ, ESQ 26 HANCOCK PL., SOMERSET, NJ 08873 ATTORNEY - 02/01/1990 PROVIDE ESTATE PLANNING LEGAL SERVICES 10 HRS MONTH/5 HRS MONTH DURING MKT HRS

Exams

• S66 Uniform Combined State Law Examination
  2020-10-16
• S63 Uniform Securities Agent State Law Examination
  1993-04-01