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World Investment Advisors, LLC CRD 208512
$71.6B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-10 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Freehold | NJ | 07/2007 | Present |
| Mml Investors Services Inc | Freehold | NJ | 07/2007 | Present |
| World Investments, Llc | Lincroft | NJ | 04/2015 | Present |
| World Investment Advisors, Llc | Lincroft | NJ | 06/2025 | Present |
1. Outside Non-Variable Insurance Sales Investment Related; 437 Newman Springs Rd Lincroft Nj 07738; non variable insurance and annuities; Insurance Agent; 4/15/2015; 150 hours per month; 120 hours during trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-14 |
| S65 | Uniform Investment Adviser Law Examination | 2016-01-13 |
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