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Connor Vincent Scherzer

World Investment Advisors, LLC

Stamford, CT

New York, NY

CRD 7621999

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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:

Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-10-17
NY RA APPROVED 2024-02-27
  • CT RA
    APPROVED
    Since 2024-10-17
  • NY RA
    APPROVED
    Since 2024-02-27

Branch Locations

Stamford, CT • United States

1700 Broadway, 7Th Floor, New York, NY 10019 • 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
Pensionmark Financial Group Santa Barbara CA 08/2022 Present
Vestwell New York NY 01/2020 07/2022
Unemployed Clemson SC 08/2015 05/2019
Prudential Hartfort CT 05/2019 12/2019
  • 08/2022 → Present
    Pensionmark Financial Group
    Santa Barbara, CA
  • 01/2020 → 07/2022
    Vestwell
    New York, NY
  • 08/2015 → 05/2019
    Unemployed
    Clemson, SC
  • 05/2019 → 12/2019
    Prudential
    Hartfort, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-27
  • S65 Uniform Investment Adviser Law Examination
    2024-02-27

View on SEC IAPD

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