Matthew Joseph Gromek

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

• 11/2017 → 12/2022
  Mutual Of America Life Insurance Company
  Phoenix, AZ
• 10/2009 → 11/2017
  Charles Schwab Bank
  Phoenix, AZ
• 11/2017 → 12/2022
  Mutual Of America Securities Llc
  Phoenix, AZ
• 01/2024 → 09/2025
  Lpl Financial
  Phoenix, AZ
• 12/2022 → 09/2025
  Bell Bank
  Peoria, AZ
• 09/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-03
• S63 Uniform Securities Agent State Law Examination
  2017-12-05

Other Names

• Matt Gromek
• Matthew J. Gromek