Russell Fred Boucher

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

• 12/1987 → Present
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → Present
  World Investment Advisors, Llc
  Lincroft, NJ

Other Businesses

1. Creative Financial Management; Investment Related; 211 Superior Ct. Toms River, NJ 08755; Income tax preparation; Owner; 10/6/2025; 70 hours per month; 70 hours during trading hours; Prepare tax returns for Individual and business clients. 2. Outside Non-Variable Insurance and Annuities; Investment Related; 437 Newman Springs Road Lincroft, NJ 07738; Non-Variable Insurance & Annuities; Insurance Agent; 10/6/2025; 5 hours per month; 5 hours during trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-10
• S63 Uniform Securities Agent State Law Examination
  1990-04-18