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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED_RES | 2025-09-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Nashua | NH | 05/2009 | 10/2018 |
| The Cerato Group | Nashua | NH | 02/2005 | Present |
| The Cerato Group Llc | Nashua | NH | 10/2018 | Present |
| Cantella & Co., Inc. | Boston | MA | 11/2018 | 08/2020 |
| World Investment Advisors | Santa Barbara | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-29 |
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