Gregory Conibear Kutrow

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

• 02/2005 → 04/2018
  Vigilant Financial
  Bethesda, MD
• 04/2016 → 04/2018
  Kestra Financial Services, Inc
  Austin, TX
• 04/2018 → Present
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 04/2018 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Inc.
  Wilmington, NC

Previous Registrations

• 2016-04-29 → 2018-04-12
  Kestra Advisory Services, Llc
  Washington, DC
• 2007-04-23 → 2016-09-22
  Kestra Investment Services, Llc
  Austin, TX
  Washington, DC
• 2002-04-15 → 2007-04-17
  Principal Securities, Inc.
  Bethesda, MD
  Washington, DC
  Washington, DC

Other Businesses

Business Name: Ash Brokerage, Non-Investment Related, Address: 888 S. Harrison St., Suite 900, Fort Wayne, IN 46802, Nature of Business: Life brokerage. Position, Title or Relationship: Broker, Start Date: 2009, Hours per month: Less than 1 Hours per month outside of securities trading hours. Duties: Use Ash Brokerage when life insurance needs are raised by clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-09
• S63 Uniform Securities Agent State Law Examination
  1994-12-14

Designations

• Certified Financial Planner

Other Names

• Gregory Canibear Kutrow