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Dominick Joseph Fiore

World Investment Advisors, LLC

Lincroft, NJ

Howell, NJ

CRD 2385755

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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 2025-06-27
TX RA APPROVED 2025-06-26
  • NJ RA
    APPROVED
    Since 2025-06-27
  • TX RA
    APPROVED
    Since 2025-06-26

Branch Locations

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Howell, NJ • 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 10/2013 Present
World Investment Advisors, Inc. Santa Barbara CA 06/2025 Present
  • 10/2013 → Present
    World Investments, Llc
    Lincroft, NJ
  • 06/2025 → Present
    World Investment Advisors, Inc.
    Santa Barbara, CA
Previous Registrations
  • 2010-10-14 → 2013-10-07
    New England Securities
    Wall Township, NJ
  • 2007-01-26 → 2010-09-27
    World Investments, Llc
    Lincroft, NJ
    Lincroft, NJ
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-01-25
S63 Uniform Securities Agent State Law Examination 2002-03-28
  • S65 Uniform Investment Adviser Law Examination
    2007-01-25
  • S63 Uniform Securities Agent State Law Examination
    2002-03-28
Other Names
  • Dominick J Fiore

View on SEC IAPD

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