Philip Shihling Chao

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

• 04/1986 → Present
  Self Employed
  Washington, DC
• 11/1992 → Present
  Experiential Wealth, Inc.
  Cabin John, MD
• 08/2021 → Present
  Nexus338, Llc
  Cabin John, MD
• 10/2022 → Present
  Pensionmark Financial Group
  Santa Barbara, CA

Previous Registrations

• 2004-03-12 → 2022-12-31
  Experiential Wealth, Inc.
  Cabin John, MD
  Mclean, VA

Other Businesses

1. Self; Non-Investment Related; Website (www.philipchao.us) to brand myself through Podcasts; Owner; 10 hours per month; 10 hours during trading hours; Identifying guests for the podcasts, prep calls and recording time. 2. Independent Fiduciary Services, LLC; Non-Investment Related; Providing third party directed trustee services to Health & Welfare Trusts; Directed Trustee; 10/13/22; 5 hours per month; 2 hours during trading hours; Following the direction of the employer-plan sponsor to receive and distribute monthly contributions to the Trust. Also provide an extra lay of reporting as well as Erisa compliance work. Annually we oversee the audit of the plans, as well as preparation of form 5500 and Fed and state tax returns.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-17
• S63 Uniform Securities Agent State Law Examination
  1986-10-27

Designations

• Certified Financial Planner

Other Names

• Philip Shih Ling Chao
• Philip Shih Ling Chao