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Brian Alan Minkler

World Investment Advisors, LLC

Redondo Beach, CA

CRD 6487498

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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:

Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

Redondo Beach, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Adp Broker-Dealer, Inc. Long Beach CA 05/2015 01/2021
Adp Llc. Long Beach CA 07/2008 01/2021
Sequoia Consulting Group San Mateo CA 01/2021 Present
Pensionmark Securities, Llc Santa Barbara CA 03/2021 Present
Pensionmark Financial Group, Llc Santa Barbara CA 03/2021 Present
  • 05/2015 → 01/2021
    Adp Broker-Dealer, Inc.
    Long Beach, CA
  • 07/2008 → 01/2021
    Adp Llc.
    Long Beach, CA
  • 01/2021 → Present
    Sequoia Consulting Group
    San Mateo, CA
  • 03/2021 → Present
    Pensionmark Securities, Llc
    Santa Barbara, CA
  • 03/2021 → Present
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-01
S63 Uniform Securities Agent State Law Examination 2015-06-03
  • S65 Uniform Investment Adviser Law Examination
    2021-05-01
  • S63 Uniform Securities Agent State Law Examination
    2015-06-03
Other Names
  • Brian Alan Minkler
  • Brian Minkler

View on SEC IAPD

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