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Ivan Stuart Horn

World Investment Advisors, LLC

Elkins Park, PA

CRD 1020738

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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
PA RA APPROVED 2025-07-09
  • PA RA
    APPROVED
    Since 2025-07-09

Branch Locations

Elkins Park, PA • 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
Lenders Marlton NJ 01/1987 05/2023
Tfs Securities, Inc. Lincroft NJ 10/1993 Present
  • 01/1987 → 05/2023
    Lenders
    Marlton, NJ
  • 10/1993 → Present
    Tfs Securities, Inc.
    Lincroft, NJ
Other Businesses

1. World Insurance Agency; Investment Related; 910 Melrose Ave, Elkins Park, PA 19027; Non-Variable Insurance Sales; Insurance Agent; 10/11/1993; 2 hours per month; 0 hours during trading hours; Sales and service of Non-Variable Insurance and annuities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-13
S63 Uniform Securities Agent State Law Examination 1985-04-18
  • S65 Uniform Investment Adviser Law Examination
    2006-12-13
  • S63 Uniform Securities Agent State Law Examination
    1985-04-18

View on SEC IAPD

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