Edward Nigel Walters

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

• 04/2015 → 04/2019
  T. Rowe Price
  Baltimore, MD
• 04/2019 → 02/2025
  Lincoln Financial Advisors / Osaic Fa
  Philadelphia, PA
• 04/2019 → 02/2025
  Lincoln Financial Securities / Osaic Fs
  Philadelphia, PA
• 05/2022 → 02/2025
  Lincoln Financial Advisors & Securities / Osaic Fa & Fs
  Philadelphia, PA
• 01/2025 → 10/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 10/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Llc
  Lincroft, NJ

Previous Registrations

• 2025-04-07 → 2025-10-28
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Scottsdale, AZ
• 2025-01-24 → 2025-04-02
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2019-04-05 → 2025-01-24
  Osaic Fa, Inc.
  Windsor Hill, MD
  Radnor, PA
  Fort Wayne, IN
• 2018-09-07 → 2019-04-08
  T. Rowe Price Associates, Inc.
  Baltimore, MD
• 2015-11-19 → 2018-09-07
  T. Rowe Price Advisory Services, Inc.
  Baltimore, MD
• 2007-05-30 → 2015-04-22
  Janney Montgomery Scott Llc
  Philadelphia, PA
• 2006-09-25 → 2007-05-03
  Ferris, Baker Watts, Llc
  Baltimore, MD
  Washington, DC

Other Businesses

1. Tolerisk; Investment Related; 5000 Sagemore Dr. - Suite 102, Marlton, NJ 08063; Tolerisk provides risk tolerance software for investment advisors. It lets advisors analyze their client's willingness to accept risk using a psychometric profile and as well as their ability to take risk, by analyzing their cash-flow chronology; Advisory Board Member; 2/28/2025; 1 hour per month; 1 hour during trading hours; I meet with the with advisory board 4 times per year and advise on technology enhancements and market placement. 2. 1702 Realty LLC; Investment Related; Ambler, PA 19002; Holding Company for Real Estate Properties; Partner; 5/1/2025; 1 hour per month; 0 hours during trading hours; Passive partner in an LLC that holds real estate investments. Reviews financial statements periodically; no involvement in day-to-day operations or management decisions.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-22
• S63 Uniform Securities Agent State Law Examination
  1998-06-11
• S65 Uniform Investment Adviser Law Examination
  1996-03-14