Bruce Nesbitt Haydu

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

• 05/2003 → Present
  Financial Design & Management, Inc.
  Oakhurst, NJ
• 07/2006 → Present
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → Present
  World Invesment Advisors, Llc
  Santa Barbara, CA

Previous Registrations

• 2003-05-09 → 2005-12-31
  Financial Design & Management, Inc.
  Red Bank, NJ
• 2002-07-16 → 2005-01-03
  Asset & Financial Planning, Ltd
  Red Bank, NJ

Other Businesses

1. World/TFS Insurance; 437 Newman Springs Road Lincroft, NJ 07738; Non-Variable Insurance & Annuities; Insurance Agent; 1/1/2025; 10 hours per month; 5 hours during trading hours; Sales and service of non-variable insurance and annuities. 2. Financial Design & Management, Inc.; Investment Related; Brick, NJ 08723; Formed for tax purposes only; President/Owner; 4/1/2020; 1 hour per month; 0 hours during trading hours; This entity is not being held out to the public and is for tax purposes only for my Advisory business. 3. The CFS Group, LLC; Investment Related; Brick, NJ 08723; Specialized premium financed life insurance using only IUL (Indexed Universal Life) insurance; Managing Member; 11/16/2024; 50 hours per month; 40 hours during trading hours; Explaining how the structures work to potential clients and their advisors. Working with underwriters at participating carriers to get most competitive offers. Working with participating banks to get best loan terms.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-06-06

Designations

• Certified Financial Planner