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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 | 2025-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 02/2005 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
WORLD/TFS INSURANCE 437 NEWMAN SPRINGS RD, LINCROFT, NJ 07738 INSURANCE AGENT - 9/26/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 1 HR MONTH/1 HR MONTH DURING MKT HRS RANERE ASSOC., LLC 103 RANERE AVE., HAMMONTON, NJ 08037 PARTNER/GM - 7/7/2013 INVESTMENT RELATED BUYING/SELLING RENTAL REAL ESTATE. 1 HR MONTH/1 HR MONTH DURING MKT HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-19 |
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