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World Investment Advisors, LLC CRD 208512
$71.6B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-27 |
| TX | RA | APPROVED | 2025-06-26 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 10/2013 | Present |
| World Investment Advisors, Inc. | Santa Barbara | CA | 06/2025 | Present |
1. Non-Variable Insurance; Investment Related; 437 Newman Springs Rd Lincroft, NJ 07738; Non-Variable Insurance Sales; Insurance Agent; 10/1/2013; 20 hours per month; 20 Hours during trading hours; Sales and service of non-variable insurance and annuity products. 2. Dominick Fiore, LLC; Investment Related; Howell, NJ; Formed for tax purposes only; President; 1/1/2024; 160 hours per month; 160 hours during trading hours; LLC not being held out to the public and formed for tax purposes. only 3. Bluerock Mortgage LLC; Non-Investment Related; 1120 Campus Dr Morganville NJ 07751; Loan Officer/Mortgage Originator; 7/1/2025; 20 hours per month; 20 hours during trading hours; Acting as a licensed mortgage originator on a part-time basis. 4. Ocean County Vocational School; Non-Investment Related; 1 College Dr, Toms River, NJ 08754; 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. In accordance with the school, there is no self-promotion and no specific companies or products are discussed. There are no specific recommendations presented in the class; Education Assistant; 3/11/2026; 9 hours 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-28 |
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