Michael Daniel Vassey

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

• 05/1985 → Present
  Michael D Vassey Insurance Agency
  Cherry Hill, NJ
• 06/2010 → Present
  Stanton Chapel Insurance Associates
  Cherry Hill, NJ
• 11/2016 → Present
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Previous Registrations

• 2005-12-06 → 2016-11-17
  Pts Brokerage, Llc
  Mount Laurel, NJ
  Cherry Hill, NJ
  Cherry Hill, NJ
  Mount Laurel, NJ
  Mt. Laurel, NJ

Other Businesses

MICHAEL D VASSEY 115 WESTON DR. CHERRY HILL, NJ 08003 INSURANCE AGENT - 1/1/2016 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 80 HRS MONTH/80 HRS MONTH DURING MKT HRS CD STANTON INSURANCE AGENCY, INC 60 HADDONFIELD-BERLIN RD CHERRY HILL, NJ 08034 INSURANCE PRODUCER - 1/1/2016 INVESMENT RELATED PROPERTY & CASUALTY INSURANCE SERVICES; FOCUS ON COMMERCIAL INSURANCE PACKAGES PROVIDED TO BUSINESS OWNERS 5 HRS MONTH/5 HRS MONTH DURING MKT HRS

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-07
• S63 Uniform Securities Agent State Law Examination
  1997-08-25