David James Goldstein

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

• 10/2010 → 11/2016
  Wells Fargo Advisors Llc
  Garden City, NY
• 11/2016 → 06/2021
  Wells Fargo Clearing Services, Llc
  Garden City, NY
• 06/2021 → 06/2024
  Raymond James Financial Services, Inc.
  North Chelmsford, MA
• 06/2021 → 06/2024
  Raymond James Financial Services Advisors, Inc.
  North Chelmsford, MA
• 06/2024 → Present
  World Investments, Inc
  Lincroft, NJ
• 06/2024 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, CA

Previous Registrations

• 2021-06-25 → 2024-06-28
  Raymond James Financial Services Advisors, Inc
  North Chelmsford, MA
  Rockville Centre, NY
  Walpole, MA
• 2010-12-17 → 2021-06-29
  Wells Fargo Clearing Services, Llc
  Garden City, NY
  Garden City, NY

Other Businesses

1. N/A; Investment Related; Rockville, Center, NY 11570; Life, Health & Variable Insurance; Insurance Agent; 6/28/24; 0 hours per month; 0 hours during trading hours; Licensed to sell Life, Health & Variable Insurance. Not currently selling but may do so in the future.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-02
• S63 Uniform Securities Agent State Law Examination
  1995-03-27