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Enrico Franco

World Investment Advisors, LLC

Lincroft, NJ

CRD 212661

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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
NJ RA APPROVED 2025-07-10
  • NJ RA
    APPROVED
    Since 2025-07-10

Branch Locations

437 Newman Springs Rd., Lincroft, NJ 07738 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2007 → Present
    Massmutual
    Freehold, NJ
  • 07/2007 → Present
    Mml Investors Services Inc
    Freehold, NJ
  • 04/2015 → Present
    World Investments, Llc
    Lincroft, NJ
  • 06/2025 → Present
    Lincroft, NJ
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-02-14
S65 Uniform Investment Adviser Law Examination 2016-01-13
  • S63 Uniform Securities Agent State Law Examination
    2018-02-14
  • S65 Uniform Investment Adviser Law Examination
    2016-01-13
Other Names
  • Enrico Joseph Franco

View on SEC IAPD

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