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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 | 2019-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Morristown | NJ | 05/2016 | 08/2017 |
| Raymond James Financial Services Advisors Inc. | Morristown | NJ | 05/2016 | 08/2017 |
| Morristown Wealth Management, Llp | Morristown | NJ | 05/2016 | 08/2017 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 08/2017 | Present |
| Pensionmark Securities Llc | Santa Barbara | CA | 08/2017 | Present |
| World Investments, Inc. | Lebanon | NJ | 10/2025 | Present |
1) DBA - Benefitmark; Address: 23 Sherwood Lane, Stirling, New Jersey, 07980; Nature of the Business: Non-variable Insurance, Employee Benefits brokerage and consulting; Position/Title: Owner; Start Date: 8/14/2017; Hours per month devoted to this business: 20; Hours per month devoted to this business during trading hours: 20; Duties include managing the staff that run the employee benefits practice. 2. Estate of Frank & Louise Scalera; Non-investment related;535 Mountain Ave. New Providence, NJ 07974; POA & Executor; 11/3/2020; 1 hour per month; 1 hours during trading hours; Oversee parent's personal financial activities (paying bills and facilitating tax returns)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-01-07 |
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