Susan Elizabeth Schieding

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

• 08/2009 → 09/2016
  Deutsche Bank Securities Inc.
  Boston, MA
• 09/2016 → 12/2019
  Raymond James & Associates, Inc.
  Boston, MA
• 12/2019 → 06/2024
  Raymond James Financial Services, Inc.
  Plymouth, MA
• 12/2019 → 06/2024
  Raymond James Financial Services Advisors, Inc.
  Plymouth, MA
• 06/2024 → Present
  World Investments, Inc.
  Lincroft, NJ
• 06/2024 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 12/2019 → Present
  Boston Harbor Wealth Advisors
  Plymouth, MD

Previous Registrations

• 2019-12-16 → 2024-06-28
  Raymond James Financial Services Advisors, Inc
  Plymouth, MA
• 2016-09-06 → 2019-12-17
  Raymond James & Associates, Inc.
  Boston, MA
• 2009-08-06 → 2016-09-06
  Deutsche Bank Securities Inc.
  Boston, MA
• 2006-06-26 → 2009-07-30
  Thomas Weisel Partners Llc
  Boston, MA
  Boston, MA

Other Businesses

1. JMJ Plymouth, LLC; Non-Investment Related; 34 Main Street Ext. Suite 204, Plymouth, MA 02360; LLC created for Tax purposes only. Assistant; 12/16/2019; 40 hours per month; 40 during trading hours; LLC created for tax purposes only and is not held out to the public and there is no client involvement.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-23
• S63 Uniform Securities Agent State Law Examination
  1994-08-19

Other Names

• Susan Elizabeth Drury