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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-05
  • NJ RA
    APPROVED
    Since 2025-11-05

Branch Locations

294 Harrington Avenue Suite 5, Closters, NJ 07624 • 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
Anthony J Wyss Cpa, Cfp Closter NJ 06/1992 Present
World Investments, Llc Lincroft NJ 01/2003 Present
World Investment Advisors, Llc Santa Barbara CA 10/2025 Present
  • 06/1992 → Present
    Anthony J Wyss Cpa, Cfp
    Closter, NJ
  • 01/2003 → Present
    World Investments, Llc
    Lincroft, NJ
  • 10/2025 → Present
    Santa Barbara, CA
Previous Registrations
  • 2002-10-23 → 2003-01-31
    Asset & Financial Planning, Ltd
    Poughkeepsie, NY
Other Businesses

ANTHONY WYSS, CPA,CFP. 294 HARRINGTON AVENUE, CLOSTER, NJ 07624. CPA 1/1/2025 INVESTMENT RELATED ACCOUNTING, TAX PLANNING AND TAX PREPARATION 160 HRS MONTH/120 HRS MONTH DURING MKT HRS ANTHONY J WYSS INSURANCE AGENT - 1/1/2010 294 HARRINGTON AVENUE, CLOSTER, NJ 07624 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 10 HRS MONTH/5 HRS MONTH DURING MKT HRS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-04-17
  • S63 Uniform Securities Agent State Law Examination
    2003-04-17
Designations

View on SEC IAPD

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